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Selling an IFA, wealth management, or financial planning business?

Chapters Capital is a leading M&A intermediary specialising exclusively in the sale of financial planning, wealth management, and asset management firms. 

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Our services

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Prepare to sell your advice firm

Work with us 1-3 years ahead of a sale to get market ready.

Prepare for exit
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Succession deals for advice firms

Find the right buyer so your team can stay on whilst you realise value from your business.

Plan succession
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Sell your financial planning firm and retire

A structured sale process that supports a full exit, with clients properly looked after.

Sell and retire
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Raise capital for growth
 

Bring in a supportive capital partner for growth, without a full exit.

Raise capital
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Considering your next Chapter?

Whether you are looking to sell now or at some point in the future, we would welcome the chance to have an exploratory conversation with you about your specific circumstances.

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