Ultimately the support we provide to you should be to maximise the value of your business.

The Mergers & Acquisition market for financial advisers has changed in recent years and valuations are now more sophisticated than multiples of recurring income.  Whilst this remains an important metric, quality of advice, profitability and an efficient operating framework are equally key drivers of value from a buyers perspective.

When you make the decision that you are looking to exit your business then we can work with you to prepare yourself to maximise the value you can achieve. We also have a range of options that could even finance and assist an acquisitive partner firm.

If you are interested in discussing how we can facilitate and support your exit then please contact us.