A sales and acquisition network for broker businesses.
We have a network of willing buyers and sellers in the financial services industry looking to make their next move, be that growth through acquisition, finding the right partners, or exiting the industry.
If you are thinking of buying or selling, talk to us today.
We will connect you with interested and qualified buyers. Whether you need to downscale, ensure business continuity, exit the industry altogether or need the operational capacity offered by larger firms.
How It Works
By gaining access to our database of potential sellers, we can help you achieve your growth strategy and business objectives with more clarity and confidence.
How It Works
We have partnered with Commspace
Commspace is a revenue management system specifically designed for managing, tracking, splitting and analysing Financial Adviser revenue.
Valuing a practice, or a brokers book, can be the most challenging part of acquiring or selling a business. With our affiliate company, Commspace, we can help you accurately evaluate the practice's financial position and growth potential. This makes it easier for qualified sellers and high-quality buyers to reach an agreement and even more importantly, manage any transition period with ongoing performance tracking.
Want to get started?
Complete this short questionnaire to provide us with the info we need from you to get going.
At the end of the form, you will have the option to book an online meeting with us where we will answer any questions you may have.
Become a referral partner
If you know of anyone that is looking for a business partner or to potentially sell their practice, we would love for you to join our referral network.
Connect with us to learn more.