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Book a meeting

Book a free, confidential meeting with one of our directors.

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Who you are

This meeting is designed exclusively for owners of Financial Planning, Wealth Management and Asset Management firms.

What we'll cover

  • The types of buyers in the market

  • What deal structure will work best for you

  • Typical valuation ranges we’re seeing in the market for comparable firms

  • Timings – how long a process usually takes, and what to do now if you’re thinking of a sale in the next few years

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