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Showing 1 - 9 of 9 results for "CBD Wealth"

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... network of accounting and advice firms." The merger comes after Cooper Reeves acquired the financial advice services of CBD Wealth in October last year for $600,000 with an initial payment on completion and the balance dependent on recurring revenues ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and is rapidly expanding its network.

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. In addition, four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. CountPlus will pay a fully franked dividend of 1.25 cents per share.

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... business opportunities and owner, partner-driver growth opportunities. It recently acquired Freedom Accounting Group, CBD Wealth Solutions, Arch Capital and Hillard O'Donnell and Associates.

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire.

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire.

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire. "This is despite the currently ...

CountPlus member firm makes acquisition

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
... tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members of CBD Wealth will transition to Cooper Reeves as part of an agreed succession plan and a seamless ...
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