We appreciate that you have dedicated many years to growing a successful and reputable business. And, we understand that your clients’ wellbeing is vital when considering a sale. We also firmly believe that years of hard work should yield the type of financial reward that you deserve.

No matter what has brought you to the conclusion that the time is right to make a change, we are confident the perfect solution is available to you in the marketplace. With many variables to consider, we take the time to truly understand your brand and future plans – on both a personal and professional level.

Once we have a detailed understanding of what you would like to achieve from a sale, we are best placed to introduce you to the type of buyer who can deliver on your goals.  

Our buyer network includes a diverse range of purchasers who are engaged with us, eager to be put in touch with businesses like yours. And, by providing a bespoke search and selection function – tailored to your exact needs – we can unearth a buyer market which may have otherwise remained hidden.

As a result, we can guarantee any sale is made with confidence – having considered the entire marketplace, and not simply the most obvious candidates.

Not only that, but to ensure your sale runs without a hitch, we are partnered with some of the UK’s most experienced legal and tax advisors, within the FA acquisitions market. We would be happy to make introductions, if you believe their services would be beneficial.

Whether you have a clear idea of what you are looking for in a buyer, or you are taking tentative steps to understand what your options are, we are in a great position to support you.

Our team have significant experience of completing successful sales and acquisitions within the financial advisory industry. This means we understand the demands and challenges first-hand, and can assist with aspects such as valuations and the marketability of your proposition.

If you are considering selling your client portfolio or firm, you can speak to us by calling 0113 457 6701. Our discussions will be in the strictest of confidence and without obligation. We can give you as much information as you wish, in order to make an informed decision on how best to proceed.

For a no obligation consultation, call 0113 457 6701 or complete our online enquiry form here

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