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.
Recommended resources
How to choose an intermediary to sell your IFA business
Choosing a broker to sell your IFA? This guide covers what to look for, what to avoid and how the right...
How is your IFA client book valued? | 2026 UK seller guide
Based on 100+ transactions, see how IFA client books are valued in 2026, from current multiples and earn-outs to....
Step-by-step guide to preparing to sell your IFA
Selling in the next few years? This guide covers what to sort early, what buyers look for and how to prepare your...
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