At Pathfinders, we specialise in helping financial advice firm owners navigate the complex journey of selling their business, from first thoughts to final handshake.
Whether you’re exploring a full exit, seeking a strategic partner, or simply testing the waters, we act as your expert guide and dealmaker. With decades of experience and a laser focus on the advice sector, we connect sellers with serious, values-aligned buyers, and stay involved through every stage, including post-completion.
It’s not just about closing deals. It’s about creating the right ones, with the right people, on the right terms. So, choose the service which you feel best fits with you from the options below.
Selling your financial advice firm is a big moment, and not one you want to stumble through. That’s why we work with serious buyers only who have been pre-qualified and briefed, so you’re not wasting time with tyre-kickers, bargain hunters, or opportunists. You stay in control, your identity stays confidential, and we stay beside you from start to finish. No public listings. No guesswork. Just a structured, efficient process to get the right deal done.
Acquiring an advice firm or client bank is a major decision and not one you want to get wrong.
That starts with access to our sellers – people who are genuinely motivated, well-prepared, and clear on their goals. Each seller is pre-qualified and guided through a structured process before any introductions are made. No tyre-kickers. No time-wasting.
Whether you’re building to grow or getting ready to exit, the right advice now can unlock real value later.
Our consultancy is built for firm owners who want to move with clarity. Backed by decades of M&A and coal-face advisory and SMF experience, you will benefit from practical insight and support to add value to your firm.
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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