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Pre-sale planning

Get expert help preparing your business for sale ahead of going to market. Understand what your IFA firm is worth, the range of deal structures available to you, and which buyers are best equipped to look after your clients.

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.

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Simon Bourke

Managing Director of Chapters Capital

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Having worked as both a broker and a buyer, my view has always been that sellers need an unbiased, independent service focused on helping them understand their options and navigate the M&A landscape as efficiently and effectively as possible, whether they are looking to sell now or a few years down the line.

Simon Bourke

Managing Director Chapters Capital

Articles and resources

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SELLING A FINANCIAL ADVICE FIRM

Asset purchases vs share purchases: what is the difference? UK (2026)

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SELLING A FINANCIAL ADVICE FIRM

Step-by-step guide to preparing to sell your IFA 

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SELLING A FINANCIAL ADVICE FIRM

How long does it take to sell a financial planning firm? UK

Working with us

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Get quarterly updates from experts

With over a decades' experience in financial planning M&A, 

Updates from activity in the market, the different buyers that would be interested in your business, the valuation ranges we are currently seeing.

"Simon and Nancy at Chapters Capital took an informed approach to finding potential acquirers who would meet our brief, and as a result they saved us a lot of time with ‘quality’, rather than ‘quantity’ of meetings. 

When we found the right partner, they helped immensely in guiding us through the process to a successful conclusion."

Julian Palmer

Kingsbridge Wealth Managment

Our process

Still have questions?

Your news

INDUSTRY NEWS

19 Mar 2026

B.P. Marsh Backs Nine Edge Wealth in Edinburgh IFA Acquisition

INDUSTRY NEWS

18 Mar 2026

BRI Wealth Management acquires West Midlands Wealth Management, adding £50m of client assets

INDUSTRY NEWS

16 Mar 2026

Liontrust to Acquire River Global's Asset Management Arm in £9.7m All-Share Deal

INDUSTRY NEWS

10 Mar 2026

Fairstone completes acquisition of Prosperity Wealth after DBO partnership

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Make an enquiry

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Considering your next Chapter?

Whether you are looking to sell now or at some point in the future, we would welcome the chance to have an exploratory conversation with you about your specific circumstances.

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