Our role is to help you find and navigate the most efficient and straightforward way through the process of selling all or some of your firm.

The buyer pays our fees upon the successful completion of a deal. We are not an agent of any buyer and as such we are completely independent. We don’t charge retainers or onboarding fees; we only receive a percentage of the sale price from the buyer if a transaction is successful. This ensures our incentives are aligned with yours, and we can assist you in securing the best commercial deal. We will always be upfront and honest from the outset, as we have no incentive to take on projects we aren’t confident in completing. However, if a seller wants to pay our fee we can also agree terms on a sell-side mandate, and we wouldn’t charge the buyer in that instance.

Our team has extensive knowledge and experience in the financial advice and financial planning market. We invest time in deeply understanding you, your business, and your goals. We will then create and manage a plan bespoke to you and your criteria that gets you from the initial conversation with us to completion of a deal. Learn more about our process.

We work exclusively with the owners of Independent financial advisers (IFAs) Financial planning firms Wealth management firms Asset management firms We work with businesses of all shapes and sizes. Our previous clients range from solo-adviser practices up to regional and national firms. Learn more about our past transactions.

If you work with us, you can expect a lot of support. You will have: A dedicated member of our team running the transaction with you Chairing and attending all meetings between you and any buyers Regular calls and updates so you’re never unsure of where things stand In person or remote support depending on what suits you and your timetable Introductions to specific professionals, such as corporate lawyers, where needed The opportunity to speak directly to some of the 100+ sellers we’ve worked with, so you can hear first-hand what it’s like to go through the process with us Read our client testimonials to learn more.