Are you a financial advisor looking to sell your business?
Since 2019, Chapters Capital has advised on nearly 100 transactions - specialising exclusively in financial planning M&A. That focus, alongside our relationships with more than 80 buyers across the UK, makes us well-placed to help you sell your financial advice firm and retire with confidence.
Defining your exit objectives
When you are ready to exit your business and retire, it is non-negotiable that you have absolute confidence in the buyer and their team to look after your clients.
We invest a significant amount of time getting to know you and understanding the approach you take with your clients. This ensures that any potential acquirers we recommend align with your exit criteria and share your firm's values, culture, and approach to financial planning advice.
Only meetings that matter
With the range of options available on the market today, it is easy to get lost in the selection process as you juggle servicing your clients and trying to sell your firm.
We understand that your time is valuable, so we will only recommend you speak to buyers who are compatible with your exit goals.
What makes us different?
At Chapters Capital, we differentiate ourselves in the attention and responsibility we take in helping you sell your financial planning firm. Learn more about some of the deals we've done and what our clients say about working with us.
Our process
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.
