Sell your financial planning firm and retire with confidence
If you’re a retiring IFA or financial planning business owner looking to sell your firm, but don't currently have a defined succession plan in place, we can help. We understand how important it is that your clients are looked after and that the work you have done with them over the years continues.
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 in our conversations, 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.
If you're looking to sell your IFA or financial planning business within the next 12-18 months, now is the time to contact us to discuss your options. If you're not yet ready to retire, and you want to sell your business in the next few years, see how we can help you prepare to sell your IFA.
Only meetings that matter
With the range of options available on the market today, it is easy to get lost in the selection process when you are an IFA trying to plan for retirement and find the right buyer, whilst servicing your clients.
We understand that your time is valuable, so we will only recommend you speak to buyers who are compatible with your succession planning goals. This means that every conversation we set up brings you closer to exiting your business, and you don't waste time exploring options that could never have been the right fit.
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.
What makes us different?
Our process
We understand that selling your business is a significant milestone. That’s why we’ve developed a transparent, client-focused approach designed to ease your journey.
If you'd like to discuss your plans in detail, arrange a confidential conversation with a member of our team.
CONSULTATION
We begin by getting to know you, your goals, your business, and what it is that you really want and need from a transaction. The initial consultation enables us to assess your situation and develop a unique plan to meet your specific needs.
MEETINGS
We facilitate and chair meetings with potential buyers for your firm. We ensure an agenda is set so the time is used properly, and you have all of your questions answered. A member of our team will take detailed minutes for each meeting so that you fully focus on the conversation.
MATCHING
Based on our initial conversations we will present you with potential buyers who align to your specific criteria. We will highlight why they are a fit, what risks or challenges each deal might have, and also insight on the valuation they would place on the business.
DEAL MANAGEMENT
From the initial conversation all the way through the process we will be with you. Selling can be a stressful process and there are many moving parts at each stage of the deal. We will make sure you know what is happening and what is expected from each party at every point.
