Navigate your business exit with confidence
Find the right buyer for your business
We understand that securing the right buyer is about more than just the numbers – it’s about a tailored approach that puts you first. Focusing on what matters to you as a seller, we match your business with potential buyers based on shared values, client compatibility, proposition, key information – including demographics and assets under management (AUM) - and your plans for the future, including how long you want to stay involved in the business.
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As a Financial Planner, you’ve dedicated years to building trusted relationships with your clients. But, when it comes to planning your exit, finding the right buyer and navigating the complex process can feel overwhelming—especially for smaller firms.
That’s where we come in.
Helping Financial Planners secure their future through tailored expert guidance
We specialise in providing succession planning tailored to financial advice firms. Our specialist compliance insight will enable you to enter negotiations from an informed position, ensuring that the safe sale of your firm remains in trusted hands, providing peace of mind for both you and your clients.
What we provide
Tailored planning for Financial Adviser firms of all sizes
Buyer and seller matching based on shared values
Seller's pack detailing key information of interest to buyers
Regulatory and compliance expertise to help aid your sale
Your journey with Exit Pathway
Knowledge Hub
Access a range of thought leadership materials to help you grow and sell your business today or tomorrow.
