If you are looking to sell your IFA or wealth management business, or just start thinking about the succession options, we would love to talk to you!
We will work together with you on a deal that work best for both sides, to increase value and offer an upside, based on aligned interests. We buy businesses as a going concern and will look after your clients and company staff. We can consider different deal structures and be flexible if we see real value in the business.
Please reach out to us to discuss how we can help to secure an attractive exit option. All communications are treated in the strictest confidence.