Clear roles. Structured process. Aligned incentives
Selling your firm is one of the biggest decisions you’ll ever make financially, emotionally, and professionally.
And how that sale is handled, who represents you, how buyers are approached, and how your story is told will have a direct impact on the value you achieve and the legacy you leave.
At Pathfinders, we offer three tailored sell-side services to suit different types of financial planning firms from large, multi-adviser businesses to smaller, owner-led practices. But the way we work is consistent across every engagement:
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.
Brian’s enthusiasm and knowledge are unmatched for financial advice firms or wealth managers looking to retire or consider an exit strategy. I would have no hesitation in recommending them to any business owner who wishes to consider their future plans
Anthony R
You’ve built something substantial. That brings complexity: more clients, more staff, more scrutiny. It also creates opportunity if you manage the process properly.
Premier Exit gives you full strategic and operational support. We act as your lead adviser, guiding you from early preparation through to deal completion and post-sale transition. You’re backed by deep experience, clear strategy, and a team focused entirely on your outcome.
This is for you if: You want a high-touch, fully managed sale process that runs on rails, and the confidence that everything’s been handled the right way whilst you continue keeping the business on track without distraction.
Includes:
For mid-sized firms, typically £500K–£2M in annual revenue.
You’re ready to start the exit process, but the business is not overly complex, and the path doesn’t need to be either. You still want rails to run on, strategic guidance, and someone in your corner.
Mid-Market Exit gives you exactly that: a focused, streamlined service with expert support through the key stages.
This is for you if: You don’t have a large or complex firm, you want clarity, access to the right buyers, and help avoiding costly mistakes.
Includes:
I’ve had the pleasure of working with Brian for over a year now. I’ve found him to be highly professional, knowledgeable and approachable. I would have no hesitation in recommending him.
Dan BW
For smaller firms, typically under £500K in annual revenue
If you don’t need a full advisory process but want access to the right buyers, our Guided Exit gives you a clear, low-friction route to market.
You stay in control of your own sale. We introduce you to serious, pre-screened buyers. You handle the rest.
This is for you if: You’re a solo or small firm, confident in running your own deal but want help getting in front of the right people with rails to run on. Please note we have a minimum annual revenue of £250K for this service.
Includes:
Not every adviser is ready to sell their entire firm. And not every firm fits neatly into a standard exit path.
Our Specialist Services are designed for those in-between moments when you want to reduce complexity, offload a segment of your client bank, or get expert input to move your business forward.
Sell part of your client base — and keep control of the rest.
If you’re carrying households under £150K AUM that no longer fit your business model, a carve-out allows you to transfer those clients to a buyer who’s better set up to serve them — without selling your whole firm.
It’s a clean, asset-only transfer:
No staff. No premises. No Change in Control (although you will still need to notify the FCA!).
You get:
Clarity, structure, and experience for when you’re not ready to sell but need direction.
Sometimes you’re not looking to exit just yet, but you know change is coming. Whether you’re preparing for sale in the next 12–24 months, restructuring internally, or just want a clearer growth plan, our consultancy gives you access to decades of hands-on experience.
We help with:
No long-winded reports. Just focused, commercial guidance from people who’ve been there.
Selling or acquiring a financial advice firm doesn’t have to be complicated. We simplify the process, minimise risks, and maximise value.
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