You will have to present your business in the best possible light so that any potential buyer can easily see what they are buying and who they are buying it from. Client ownership must be completely transparent to identify revenue streams including recurring revenue and new advice fees.
Once you have registered with us, we will consult with you to fully understand how your Business works. We will only introduce your business to acquirers who meet your selection criteria. We firmly believe that successful deals are only completed when fundamental synergies exist between both parties and we will advise you on your options with each acquirer following the initial and subsequent meetings.
This is essential in protecting the transaction in the financial services sector, as discretion in this sector is paramount.
The purchaser will need to carry out legal and financial compliance.
Depending on how specialist your wealth management business is, it may be appropriate to provide a handover.
Following our comprehensive market analysis, we have determined that active buyers within the market are looking for practices with an annual turnover of at least £250,000 per annum and at least 2 partners or directors.