Sell Your Loan Book

We Offer Loan Book Appraisals & Acquisitions

Financial Service assets like finance broking portfolios (loan books), planning and insurance annuities take time to build. Selling your loan book is often a big step towards a career change or retirement. Let us help you navigate it successfully.

Rather than a generic process, we take time to structure outcomes that provide the appropriate succession plan for your customers. When you deal with MCP, you benefit from an approach that values know-how, flexibility and care.

Talk to us about a fair exchange and transparent process for the sale of your finance broking business. We can help you sell your loan book with confidence.

Why Choose MCP To Guide You Forward

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Comfort

The comfort of dealing with a trusted and experienced business of over 20 years.

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Transparency

Transparency around all the factors that drive your indicative loan book valuation.

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Flexibility

The flexibility to sell part or all of your loan book / business.

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Keep working together

The option to keep working in the business after the sale is complete.

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Care

The comfort of knowing your clients will be looked after in the future.

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Freedom

Flexibility to work with us initially, and to decide whether you would like to sell your business in the future.

Loan Book Acquisitions – How We Guide You

The MCP loan book sales process is conducted in partnership for a successful transition and mutually-beneficial outcome.
1

We discuss your goals and objectives, including succession planning

2

You provide your Aggregator RCTI Commission Statements

3

We provide a written indicative appraisal– discuss questions

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Mutually agree on price and terms

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We provide a sales and assignment contract template (you can provide your own)

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Both parties execute the agreement

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Forward the agreement for aggregator approval

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We exchange payment and any relevant business records

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We roll out the acquisition and keep you connected as agreed

Loan Book Appraisals

Beyond the sale of a loan book, we also act as a premium provider of loan book transaction services for finance brokers, mortgage managers and other originators looking to get advice for the assessment or sale of their business.

CONTACT US FOR A CONFIDENTIAL CONVERSATION

FREE INITIAL APPRAISAL

Free Initial Appraisal

Case Studies

We help real businesses and people to divest part or all of their loan books. Talk to us about your needs.
1

Two-part sale offers flexibility for owners

Martine and Matthew owned a finance broking practice. With the growing compliance, administration and other functions included in running a business, they wanted to investigate combining their business with another brokerage. They reviewed their options and consolidated their business into MCP, keeping their heritage clients and trailing commission. Once they were comfortable around the new arrangements, they ultimately sold their heritage loan book to MCP.
2

A transparent and performance-based solution

Nathan had been a mortgage broker for many years and needed an immediate exit from the industry for personal reasons. He wanted assurance that he would receive fair value for his trailing commission, and that his client base would be supported. Since Nathan was confident about the sustainability of his customer base, MCP negotiated a higher valuation on the basis that most of the total consideration was paid upfront, with the balance in 12 months with final consideration based on the performance of the loan book.

He also received a referral fee for all new mortgage introductions from his customer base where he provided initial assistance.

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Here to connect you with business and financial strategies. Contact us to start a conversation.

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