Build the right foundations
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 and ensure you get the best deal possible when the time comes.
Working with us
Market overview
With over 10 years' experience specialising exclusively in financial planning, we are well-placed to keep you up to date with all the developments shaping the market. We help you understand the current buyer landscape, likely deal structures for your business and objectives, and the factors shaping timing and outcomes.
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
Recommended resources
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Start a free confidential conversation
Speak to a member of our team about the acquirers and deal structures available to you today.
Find out how much your business is worth
Gain insights into the market and buyer landscape
Understand the deal structures available to you
Discover what you need to prepare before you sell
Plan your next steps