FAQs

Every transaction is unique but, on average, a sale takes between 9 to 12 months to complete depending on factors such as how prepared you are, the type of sale, due diligence, and regulatory approvals.

We use a Matched pricing structure:

• Fixed onboarding fee based on the complexity of your firm (Simple, Standard, Complex) which means we only work with committed sellers.
• A success fee that is typically structured 80% on completion, and 20% when you receive your first payment (usually 12 months later).

We maintain a large network of pre-qualified buyers actively looking for acquisitions. We match sellers with buyers based on cultural fit, business goals, and financial structure. We don’t work from a small panel of buyers, nor do we get paid by both sides in any single transaction, nor do we have any shares in any buyers.

We support your post-sale integration to ensure a smooth transition for your team and clients. Our goal is to preserve your firm’s legacy and ensure a seamless handover, and we remain on hand throughout the process.

It depends on the terms of the sale. Some deals involve you staying on indefinitely or for a defined period, other deals require a handover period of up to 12 months, while others allow for an immediate exit. What’s right for you depends on your future plans and how critical you are to the current running of the business – are you replaceable?

We recommend organising financials, ensuring compliance is up to date, documenting key processes, and maintaining client retention to maximise valuation.

On average, our sellers usually receive 3 – 5 competing offers using our tried and tested closed-bid process. But don’t worry, you’re never obligated to accept an offer. We work with you to refine your positioning and find a better-fit buyer.

Yes, we have established relationships with sector specialist M&A solicitors who can assist with legal structuring, contracts, and purchase agreements.

Firms with a high volume of Defined Benefit Transfers will face increased scrutiny from buyers due to regulatory risks. We assess each case individually to determine potential saleability and structure the deal accordingly. Firms with over 20% of their AUM from DBTs will find it difficult to align with buyers who meet their expectations.

Firms with self-employed advisers can sometimes be seen as riskier due to retention concerns. However, we work with buyers to structure deals that address these concerns while maximising value for the seller. Self-employed advisers will often be required to move to employed contracts or be part of the deal.

Revenue, recurring income, client retention, regulatory compliance, and business structure all impact valuation. We provide a structured valuation process to help determine a fair market price.

Deals often involve a mix of upfront payments, earn-outs, and deferred payments, depending on risk factors and buyer preferences.

Yes, but it’s important to consider lease transferability and potential exit clauses. We can advise on how to handle this in the transaction.

Client notification strategies vary depending on the deal structure. We help you manage this transition in a way that maintains trust and retention.

Yes, but unresolved complaints may affect valuation and buyer interest. Addressing these beforehand is advisable.

This rarely happens, but if a deal doesn’t progress, we will rematch you with a suitable buyer or reassess strategy to optimise future opportunities.

Yes. We strongly advise working with a tax specialist to minimise liabilities and structure the sale efficiently.

Yes, partial sales and equity transactions are possible depending on your goals. This is only available through our Guided Service.

Our Guided Service option provides direct introductions between buyers and sellers based on matching criteria. You handle negotiations and completion independently, with no advisory support.