Every practice has its own people, culture, systems and client relationships. Our focus is not simply completing transactions, but creating continuity for advisers, staff and clients while preserving what made the business successful in the first place.
Building the next chapter together.
Every financial services business reaches a point where the next chapter is no longer about working harder, but about building something stronger. That requires the right people, stronger infrastructure and a partner with the experience to acquire, integrate and grow professional services businesses while preserving the relationships, culture and values that made them successful.
Considering Your Next Chapter?
Whether planning succession, retirement or growth, we’ll help you transition with confidence while protecting your clients, team and legacy.
Partner with Us
Practice Succession & M&A
Flexible pathways to sell, merge, retain equity or join our AFSL, with continuity for clients and long-term business outcomes.
A Partnership Beyond Licensing
Access investment capability, compliance, operations and practice support through an integrated business designed to help advisers grow with confidence.
Our growth has never been about simply acquiring businesses. It has always been about successfully integrating them.
Since 2021, the B. Moses Group has brought together multiple advice and specialist professional services businesses into a single operating model, integrating different businesses, systems, cultures and teams into one coordinated organisation.
That experience shapes every partnership we undertake today. We know that successful integration is about more than systems. It is about people, clients, culture and continuity.
Flexible Partnership Pathways
No two businesses are the same.
That’s why we offer flexible pathways designed around your objectives.
Whether you’re looking to grow, transition or exit, we work with you to develop a structure that supports your clients, your team and your long-term goals.
This may include joining our AFSL as an Authorised Representative or Corporate Authorised Representative, partnering with us through an equity arrangement, transitioning your business over time, or exploring a full business acquisition with continued involvement or complete succession.
More Than a Licence
An AFSL should provide more than compliance.
It should create opportunities.
Partnering with BMIS provides access to an integrated business supported by experienced professionals across financial advice, investment management, insurance, compliance, paraplanning, operations and practice development.
Rather than building everything yourself, you gain access to established infrastructure designed to help advisers focus on what matters most: their clients.
Investment Capability
Advice and investment management should work together.
Through the broader B. Moses Group, advisers gain access to investment capabilities that extend beyond traditional dealer group offerings.
This includes managed portfolios, discretionary portfolio management, model portfolios, alternative investments, wholesale managed investment schemes, private markets and specialist investment strategies, allowing advisers to deliver broader solutions to clients while maintaining a disciplined investment framework.
Practice Support
Growing an advice business requires more than advisers.
It requires operational capability.
Our centralised support model assists advisers with compliance, paraplanning, administration, investment implementation, research and operational processes, helping reduce administrative burden while improving consistency and scalability.
Succession & Business Transition
Every business owner eventually faces the question:
What’s next?
Whether succession is years away or already being considered, we help advisers plan the next chapter with flexibility.
Some partners choose to remain involved for many years.
Others gradually reduce their responsibilities before retirement.
Some seek a complete transition through acquisition.
Our approach is designed to preserve client relationships, support staff and create continuity throughout the transition.
Mergers & Acquisitions
We understand acquisitions because we’ve lived them.
Having successfully completed and integrated multiple advice and specialist professional services businesses, we appreciate that every transaction is different.
We work collaboratively with practice owners to develop acquisition structures that recognise the value of their business, protect client relationships and create long-term outcomes for all parties.
Whether you are considering selling your entire practice or only a portion of your business, we welcome confidential discussions.
Who We Partner With
We actively seek partnerships with:
Financial advisers.
Wealth management businesses.
Accounting firms.
Mortgage brokers.
Insurance advisers.
Multi-disciplinary professional services firms.
Practices considering succession.
Businesses seeking growth through partnership.
Firms looking to join an established AFSL.
Every partnership begins with a conversation.
Why Advisers Choose BMIS
Because joining an AFSL should mean more than receiving a licence.
It should provide access to people, capability and opportunities that help your business continue to grow.
At BMIS, we believe the strongest partnerships are built on shared values, long-term relationships and a genuine commitment to helping advisers succeed.
