SELLER SERVICES
Are you prepared to realise the full value of your IFA, financial planning, or wealth management business?
At Chapters Capital, we're here to ensure a smooth and successful sale, empowering you to transition with confidence. You will only sell your business once, so our dedicated team will ensure no stone is left unturned.
In our initial confidential conversation, we will give you the information most relevant to your situation including:
The selling process, timeline and key considerations
Factors which have a direct impact on your objectives
We will work closely with you to develop a bespoke succession plan, guiding you through every stage of the process with care and precision.
OUR APPROACH
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.
Our process starts with a comprehensive evaluation of your business’s unique strengths and an in-depth understanding of your motivations for selling. We then provide you with a realistic valuation, setting the foundation for a strategy that meets your objectives. We act with utmost discretion throughout, and this is what sets us apart from other intermediaries.
IN-DEPTH CONSULTATION
We begin by understanding your unique goals, business structure, and aspirations. Our initial consultation allows us to assess your situation and develop a customised strategy to meet your specific needs. Here, we can give you an honest assessment of the value of your business.
STRATEGIC BUYER MATCHING
Leveraging our extensive network and in-depth market knowledge, we identify potential buyers who align with your personal and business objectives.
EXPERT NEGOTIATIONS
We facilitate seamless introductions between you and potential buyers. As skilled negotiators, we will advocate for your best interests, ensuring you achieve optimal terms and conditions.
DEAL MANAGEMENT
Selling can be a stressful process. From initial contact to completion, we provide unwavering support, handling complex negotiations, due diligence, and legal matters with precision. Our dedicated team is available to address your questions and concerns throughout the process, providing peace of mind.
COMMON OBJECTIVES
Looking to retire
Looking to sell and stay
Looking to sell and go
Looking to find a partner for growth
Looking to acquire a client bank or business
Looking to de-risk
Looking to offset regulatory and compliance pressures