Why Pathfinders was built to protect what matters most:
your clients, your team, and your peace of mind.
You know your business inside out – you’ve been through Consumer Duty and, like us, everything else including RDR – you’ve come out the other side successfully, albeit probably 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.
When I sold my own financial planning firm, I wasn’t just chasing a headline number. I was thinking about my clients, my team, and my values. I wanted to find the right buyer, not just any buyer with a cheque book.
Someone who wouldn’t ramp up fees or rip out our investment approach. Someone who’d look after the people I’d worked so hard to serve.
And, selfishly? I wanted to be able to walk down the street five years later, bump into a client or ex-colleague… and get a handshake, not a punch in the face.
These concerns weren’t irrational. They were earned. And that’s why Pathfinders exists.
We don’t just introduce you to buyers.
We filter them.
We challenge them.
We help structure deals that protect your future, not just your valuation.
We’re not brokers playing both sides, and we’re not here to rush you into the wrong deal.
This is your one shot to get it right. And we treat it with the respect it deserves.
Your name still means something to your clients, even after you exit. Let’s make sure that name still stands for trust, care, and quality, years after the ink dries.
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