Benefits of a partnership programme
Flexible path to full exit
Sell a minority stake in your firm while continuing to work in the business for the next few years.
For owners who are not ready for a full exit, this can provide a flexible route to realise value now while keeping control over the timing of the longer-term transition.
Support from a larger firm
Joining a partnership programme can provide the safety net of a larger business, with access to broader resources, infrastructure and investment capability.
For smaller firms or one-man bands, that can ease pressure on the business.
Gradual transition for clients
Rather than moving straight into a full sale, a partnership route can allow for a slower integration into the buyer’s centralised investment proposition and operating model.
That can help create a steadier adjustment for clients before the final buyout takes place.
How does the partnership model work?
Partnership programmes are designed for IFA owners who are not ready to fully sell and retire, but would value the backing of a larger firm.
This will usually involve selling a minority stake in the business, agreeing a future route to full acquisition, and working with the partner firm over several years before the remaining shares are bought. The specifics will vary by buyer, but the broad aim is to give you more support, more certainty, and a clearer long-term plan for you, your team, and your clients.
How we support you
At Chapters Capital we help you assess whether a partnership programme could be suitable for your firm, your clients and your own plans.
If the route is right for you, we carefully identify selected firms with relevant partnership models, help position and present your business clearly, manage introductions, and lead negotiations and commercial discussions through to an agreed outcome.
Our process
We begin by getting to know you, your goals, and your business. From there, we assess your situation and develop a unique plan to meet your specific needs.
Consultation
We will present you with potential buyers. We will highlight why they are a fit, the valuation they would place on the business, and the practical points to consider for each deal.
Matching
We facilitate and chair meetings with buyers, ensuring an agenda is set so all your questions are answered. We also take detailed minutes, so you can focus fully on the discussion.
Meetings
The many moving parts of a deal can make selling a stressful process. We will make sure you know what is happening and what is expected from each party throughout.
Deal management
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