The Guided Service

Sell Your Business with Confidence

Structured access to serious sellers.

No panels. No favourites. No hidden agendas.

At Pathfinders, we work exclusively with advice firm owners who are genuinely ready to sell. These aren’t speculative listings or “just testing the water” conversations. Every seller has been through our preparation process and is looking for a buyer that fits, not just one that bids highest.

Every opportunity involves multiple buyers but the process is always clear, professional, and fair.

No Cold Calls. No Ambushes. No Nonsense.

We’ll never ring a seller saying, “We have a buyer in your area.”

Every firm we represent has come to us voluntarily. They’ve shared their goals, agreed to a structured process, and made a clear decision to exit on their terms.

That means when you’re introduced to a seller, you know they’re serious. No speculation. No surprises. No wasted time.

Why Buyers Prefer Pathfinders

Every opportunity includes
multiple buyers

We don’t do “first come, first served.” Sellers want to choose the right buyer, so we invite aligned firms into a closed, managed bid process. Every buyer has access to the same information at the same time.

Sellers choose using the CRITERIA™ Framework

Buyers aren’t chosen on price alone. Through our managed process, they’re assessed using the CRITERIA™ Framework – a clear set of factors we help you apply to every offer.

Sellers are looking at buyers using this framework in the following way:

My experience of working with Brian has been both a pleasure on a personal basis and on a business note he has provided me with a first class professional service throughout leading to the sale of my business. Would encourage anyone in the same position to use Brian, you won’t be disappointed

Adrian Hill

Optional Buyer Support

While our core focus is our sellers, we offer selected support services for buyers who want to prepare properly or scale confidently:

Buyer Readiness Consultancy

So you’re structurally, financially, and culturally ready to grow

Finance Support

Introductions to lenders with a strong track record in regulated firm acquisitions

Client Bank Carve-Outs

Access to discreet client book sales (typically under £150K AUM average per household) from firms refining their focus

These services are entirely optional and offered only when they add value.

What Does It Cost?

For sellers

£0

Sellers Pay Nothing Upfront

FOR BUYERS

3%

Buyers Pay Pathfinder 3% of
the Completion Amount

Our fee is success-based,
ensuring only serious buyers take part.

Register as a Buyer

We only share opportunities with registered buyers to protect confidentiality, ensure alignment,
and avoid wasting anyone’s time, which means only serious buyers are invited to participate.

FREE TO DOWNLOAD

Owner’s Guide to selling Your Financial Planning Firm

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