Confidential appraisal

Tell us about your client base.

A few basic details. We review them privately and come back to you to discuss what your book may be worth. Your business is not listed or advertised, and nothing reaches a buyer without speaking with you first.

50+ active buyers
Confidential process
No seller fee
No obligation

01 Your client base

Company (leave this blank)

What type of client base is it?

KiwiSaver Life & Health Mortgage Fire & General Mixed Other

Approximate recurring annual revenue

Approximate number of clients Optional

Region

What are you considering?

Selling my entire client base Selling part of my client base Retirement / succession Reducing my client numbers Selling one part of a mixed book Just exploring my options Not sure yet

When might you consider a transaction?

Anything else you would like us to know? Optional

If there are times or ways you would rather we did not contact you — no calls during work hours, no messages left with anyone else, email only — tell us here and we will follow it.

Name

Business name Optional

Phone

No fee, no obligation, and your details are not shared with any buyer without speaking with you first.

Would you rather talk first?

You do not have to start with the form. If you would prefer an informal conversation before putting anything in writing, email us. There is no obligation attached to a question.

What happens next

Your enquiry is reviewed privately.
We contact you to discuss the client base.
We give you an indication of value and talk through your options.
You decide whether to go any further.

We contact you only on the details you give us, and never through your office, your staff or anyone else.

We are not asking for

Client names or client data
Provider names or commission statements
Retention or persistency data
Financial statements
Staff details

If you later want a more detailed appraisal, or you decide to proceed, we may ask for more at that point — and only with your agreement.

No seller fee

There is no brokerage, listing or success fee charged to the seller. You may still incur your own legal, accounting or other professional costs when completing a transaction.

Tell us about your client base.

Thank you — we have your details.

Would you rather talk first?