Sell your firm, keep your team
If you have a strong team who want to stay on after the sale of your financial planning business, but cannot take over the firm themselves, we can help. We specialise in arranging transactions that ensure your clients and team are properly looked after, whilst allowing you to step back and realise value from your business.
Turning a succession challenge into an opportunity
We regularly come across IFA, wealth management, and financial planning firm owners with a fantastic team looking to stay on after a sale, but who, for a number of reasons, can’t complete an internal succession or business buyout on their own.
This could be because funding options are limited or too expensive. Alternatively, issues can arise with requirements for personal guarantees, or, it could be that the team are brilliant in their roles, but there are no immediate team members who can step into the leadership roles you currently oversee.
This leaves the current owners in a tricky spot, as they want to ensure their team and clients are taken care of, but they can't achieve a capital event and move onto the next chapter of their lives whilst the current ownership and leadership situation remains unresolved.
If this sounds familiar, it's having worth a free confidential conversation about a tailored succession plan for a sale of your financial planning business that unlocks value and allows you to exit the business, whilst your team stays on.
Designing a bespoke solution
We specialise in securing you a succession deal for your financial planning practice – typically a sale to a carefully selected external buyer. Rather than disadvantage the clients and team, our tailored succession plan creates exciting new opportunities for them whilst unlocking value in the business.
In many cases, this delivers a similar outcome to a traditional management buyout (MBO), but with more support and protection for clients and the team, and without burdening the business with debt.
How we support you
We know how and when to approach the conversation with the team, and, on many occasions, have been involved in those conversations. We also know how best to present this situation as a genuine opportunity to the correct type of buyer, rather than a problem for them to solve.
We differentiate ourselves by focusing on our strengths and leveraging our experience in selling IFAs and financial planning firms to deliver the best possible outcome for you. Learn more about some of the deals we've done and what our clients say about working with us.
“Simon and Daniel are highly professional and have a good understanding of the needs, interests, and anxieties of owners looking to retire. They also work carefully to ensure a good fit with the buyer, rather than just presenting the easiest option on offer.”
MARK WOOLDRIDGE,
PATHWAY FINANCIAL PLANNING
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.
