Sell your business
We understand that selling your business will probably be one of the hardest decisions you will ever have to make and choosing the best buyer for you and your clients is a decision you only get to make once.
A major concern is likely to be “will my clients be looked after and continue to receive quality service?”
If you conclude that selling your business is the right decision for you, we will ensure that you and your clients are supported throughout the process and to assure you that moving forward, your clients will be in a safe pair of hands.
Our clients are at the heart of everything we do. In 2018, as a result of an intense, independent client survey we were proud and delighted to receive the Investors in Customers’ Gold Award for the quality of service we offer to our clients. (One of a select few financial services companies in the UK to receive this award).
Whether you decide to sell or grow your business – We aim to ensure your clients will still hold you in high regard whilst valuing the new relationship you have secured for them.
Our Process
1. Initial discussion
We’ll meet with you to discuss your plans for the business and aspirations for a sale. We take an individual rather than ‘one size fits all’ approach to acquisitions so we can find the right solution for you and your clients.
2. Research & Review
We’ll provide you with all of the information you need to be make a decision including the sale price which is agreed at the outset. We will complete legal, financial and compliance due diligence and you will need to consider the tax implications of a sale.
3. Deciding to sell
If you choose to sell your business we’ll provide the legal framework to make this happen. You will have control and flexibility over the timescales of when this happens. We’ll arrange change of control consent from the FCA.
4. Hand over
At the point of completion you’ll need to provide us with your client data and we’ll work together on communicating the sale to your clients. They’ll want to know the management of their investments remains in safe and stable hands.
5. Looking after clients
We take care of our clients and want to make the transition a smooth journey. Novations or client letters will need to be signed depending on the investment providers. This will all be handled by our team and tracked by our back office system. Each client will be allocated a new financial adviser to look after their ongoing needs.
Our Process
- 1
Initial discussion
We’ll meet with you to discuss your plans for the business and aspirations for a sale. We take an individual rather than ‘one size fits all’ approach to acquisitions so we can find the right solution for you and your clients.
- 2
Research & Review
we’ll provide you with all of the information you need to be make a decision including the sale price which is agreed at the outset. We will complete legal, financial and compliance due diligence and you will need to consider the tax implications of a sale.
- 3
Deciding to sell
if you choose to sell your business we’ll provide the legal framework to make this happen. You will have control and flexibility over the timescales of when this happens. We’ll arrange change of control consent from the FCA.
- 4
Hand over
at the point of completion you’ll need to provide us with your client data and we’ll work together on communicating the sale to your clients. They’ll want to know the management of their investments remains in safe and stable hands.
- 5
Looking after clients
we take care of our clients and want to make the transition a smooth journey. Novation’s or client letters will need to be signed depending on the investment providers. This will all be handled by our team and tracked by our back office system. Each client will be allocated a new financial adviser to look after their ongoing needs.