If you want to capitalise on your Financial Planning or wealth management business or want to start thinking about your succession planning options, we would love to talk to you!
We will work together with you to structure a deal that works best for both sides, to increase value and offer future upside based on aligned interests. We buy your businesses as a successful ‘going concern’ and will look after your clients and company staff. We can consider different deal structures and offer significant flexibility where we see real value in your business.
Please reach out to us to discuss how we can help secure an attractive exit option. All communications are treated in the strictest confidence.
Now, if you do not want to sell right now – still please talk to us; we will be able to help to grow the future value of your business either by helping to launch an online advice solution for you or by helping you with auxiliary services, including estate planning or cross-border wealth management solutions. Let’s get to know each other!