Looking for the perfect exit strategy, that lets you sell and stay? Read on...

You know your clients personally and it’s crucial they are looked after, understood and supported 

The right new client home is vital and that your cultural values are reflected in the company you entrust your clients to. We have great client relationships and industry specialised research to hand select from the myriad of buyers, ensuring the right fit… ethically, culturally and in investment style. We work with everyone involved to ensure a seamless transition for you and your clients. 

Our Acquirers have robust processes covering: valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and more…  

Your exit strategy must reward your dedication

Valuation models include: recurring income, deferred consideration, net asset value and EBITDA It’s about helping you navigate the maze of options