Selling
If you’re thinking of selling all or part of your trail book income, our expert consultants can turn your vision into a reality. Contact us for a confidential discussion
| No Selling Fees, No Valuation Fee and Contracts Provided, we handle the process from start to finish.We understand your trail book is one of your most valuable assets, one that has taken years of hard work to achieve. No matter what your individual circumstances, we’re here to help find you the best price in the shortest timeframe possible. If you’re soon to be transitioning out of business and into retirement or keen to raise some extra cash flow for expansion, Trail Book Buyers can make it happen with minimal stress and hassle. If you’re a Mortgage Broker or Financial Planner, we can help you sell all or part of your client book. Whether your trail book is $500 or $50,000 a month we have qualified buyers interested. |
Please Note: As we are not sales agents, it’s important to know we do not charge a commission or marketing fees for the sale of Trail Book.
With our extensive network of qualified buyers nationwide, we can assist with the sale of:
books Mortgage Broker Trails | grow Investment & Super Clients | umbrella Risk/Insurance Clients |
Mortgage Brokers ‘Trail Only Sale’ Option – A Great Way To Raise Funds and Retain Your Clients. | At Trail Book Buyers, we recognise that selling your trail income and clients is not always the best option for brokers remaining in the industry. If you’re not ready to take the plunge into full retirement and interested in diversifying across other areas of your business, our team of consultants can help guide you along the right path. With qualified investor buyers, we provide the option of selling only the trail income whilst retaining full management of your clients. We’ll make the whole process simple and easy from start to finish – giving you peace of mind every step of the way. If you would like to find out more, please get in touch to discuss your personal requirements today. We’re ready to tackle these big decisions with you. Terms and Conditions apply. |
How Does The Sale Process Work? | Our simple and straightforward process is one of the key benefits of working with Trail Book Buyers. By following our quick and easy steps, we can have your business before interested buyers within 24 hours. Fill in the form below and one of our consultants will be in touch. |
- Prepare an offer for your Book.
- Contracts executed.
- Due diligence is completed.
- Transfer request submitted to the aggregator/dealer group.
- You will provide us clients data (for full sales) for release to the purchaser upon sale completion.
- Upon sign-off transfer by the aggregator/dealer group we will settle and transfer funds to your account.
- You will email an introduction letter to the clients (for full sale).
What information do I need to provide?
If you’re a Mortgage Broker, we will need to obtain some background information about you and your trail book, including the latest trail statement and one from 12 months ago for comparison. More detailed information is required if you’re a Financial Planner - this will be discussed with you during the consultation process.
We’ve Got Buyers Ready To Go NOW.
With a database of thousands of qualified buyers Australia wide, we know how to get your business into the right hands. With regular email marketing campaigns, our priority is to ensure your trail book is at the top of the list in terms of engagement, recognition and industry awareness. We don’t just sell trail books; we make sure we find you the best price that is aligned with your future goals.