Thinking of selling?
As the sector’s independent M&A specialists, we work with owners of financial planning firms to turn their hope of a successful exit into reality and plan, manage, negotiate, and complete the sale or transfer of their business
Completion happened last night, and we’re so pleased everything went through as we expected. From start to finish, the process was so well managed, and you consistently exceeded our expectations and held our hands throughout. Looking back on that first meeting together, we couldn’t have foreseen where we are now. We’re grateful for your enthusiasm in finding the right ‘fit’ for us, and I’m pleased we had the opportunity to work with you. It probably goes without saying that we would gladly recommend you to anyone.
Colin Powell & Katherne Waspe Powell
Identify serious buyers from the whole marketplace who align with your values, culture, and client expectations.
Structure your exit to achieve the best possible valuation without unnecessary compromises.
You’ve probably never done this before, and probably never will do again. Lean on the experience of someone who has done it themselves.
Plan your exit with confidence, knowing your clients and team will be in good hands.
On our sell-side service, we work for you and we don’t receive commission or incentives from buyers.
Unlike brokers who take their full fee at completion and walk away, the Pathfinder sell-side model ensures you retain support after the deal is done.
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Selling your business is a once-in-a-lifetime decision. Without the right knowledge, you risk undervaluing (or overvaluing) what you’ve built, choosing the wrong buyer, or realising too late you’ve agreed to the wrong deal.
This guide walks you through the entire process, from planning your exit to maximising your firm’s value and navigating legal, financial, and regulatory hurdles.
Align personal, financial, business objectives for a smooth exit.
How to make your business attractive to buyers and avoid common pitfalls.
The types of buyers and how deals are typically financed.
A step-by-step breakdown from preparation to completion and beyond.
What’s next? Planning your future after selling.
Everything you need for a smooth, stress-free transaction.
Guiding business owners in preparing for a successful & stress-free future exit and what comes next
Assisting buyers in identifying and securing acquisitions that align with their strategic objectives
Offering strategic advice to enhance business value and readiness for future opportunities
I’ve met tens of thousands of financial planners and advisers over the years and I have to say that Brian is one of the most smart, astute and professional of them all. He has started, built and exited his own advice firm and his knowledge and experience – particularly of the exit process – will be invaluable to any adviser looking to move on from their business. Highly recommended
Phil Calvert
You know your business inside out – you’ve been through Consumer Duty and, like me, everything else including RDR – you’ve come out the other side successfully, albeit with a few scars.
You’ve now reached a crossroads in your personal and business life where you need to consider how you transition out of the business without compromising everything you’ve built – you want to be able to look clients in the eye when you bump into them after the sale completes.
This is where my experience comes in. I ran an award winning financial planning firm for almost 15 years until I too decided enough was enough and sold up in 2020. I built Pathfinders help financial planning firm owners like you to achieve their best exit. You’re probably only going to do this once, so you’re going to want to do it right. Get in touch today and let’s see if we can work together.
If you’re thinking about selling your firm within the next 1 – 3 years, let’s have a chat. No pressure, no commitment, just an honest conversation with someone who’s been in exactly the same position as you.
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