Succession and exit planning
We occasionally speak to founders who can see a business sale or retirement from their financial planning firm on the horizon in the next few years but aren’t yet ready to exit their business.
In these cases, we work alongside you to prepare for a business sale in advance.
How to prepare to sell a financial advice firm
There are a number of ways in which we help you prepare to come to market. We do this at no cost to you, as our fee is paid on a success-only basis once a deal completes.
We provide:
Clear instructions on what data you need to prepare and track
Quarterly meetings with market updates
An ongoing sense of valuation ranges
A sense of what deal structure to expect (APA or SPA)
Insights into the types of buyers who might be interested in your business
Our process
If you'd like to discuss your plans in detail, arrange a confidential conversation with a member of our team.
CONSULTATION
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.
MEETINGS
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.
MATCHING
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.
DEAL MANAGEMENT
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.
