We'll Connect You
When you’re ready to sell your business—or just a part of it—we’ll connect you with the right buyers.
Our network of carefully screened professionals gives you access to a wider pool of serious, well-matched opportunities.Retirement or Industry Exit
Retirement is the stage where you can step back from the day-to-day demands of running your practice, enjoy the rewards of years of dedication, and feel confident that your clients and business are in good hands for the future. This transition can unfold gradually over several years, or follow a more expedited route if you prefer a quicker handover. You may also choose to remain involved as a part-time consultant — allowing you to share your knowledge, stay connected, and still have the freedom to pursue your passions. The possibilities are endless.
Business Consolidation
You might want to consolidate with a larger firm if you’re looking to ease the pressure of running everything on your own, gain access to better systems and support, and create a more secure future for both you and your clients. It’s often a smart move when you’re thinking about succession, growth, or simply wanting more time to focus on advice rather than administration.
Partial Book Sales
You may have reached a point where it’s difficult to give every client the level of attention they deserve. Transferring part of your client base to another adviser can help you maintain quality relationships and refocus on the areas that matter most to you.
Strategic Partnerships
Partnering with a like-minded firm or individual can be a strategic way to strengthen your position—combining resources, expertise, and client bases to create a more resilient, competitive, and scalable business for the future.
The Process
We’ve designed a process that showcases your business or book at its best, helping you unlock greater value, simplify each step, and transition with confidence.
1Consultation & Profile Setup
Our team will consult with you to understand your needs and gather relevant information. Using your data, we will create a professionally designed profile summary, including key statistics and potential opportunities within your book.
2Introduction
Your anonymous profile summary will be distributed to best-fit, prospective buyers. Subsequently, you will receive the details of buyers who have shown interest in your profile. Only with the potential buyers you have approved, we facilitate an introduction meeting.
3Due Dilligence
Should both parties be happy to proceed after the initial introduction meeting, and once a reciprical NDA has been signed, further information is shared to kick start the due diligence process.
4Offers & Finalization
Interested buyers send offers for your consideration. Should you accept any offer, you and the buyer will proceed
with the final negotiations and contracts.
Ready to Get Started?
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