Your clients are your livelihood, and your business is your retirement plan. Finding a trusted partner to support your future can be a minefield and is possibly one of the most important acts you will ever undertake as a business owner.
We understand that you want to work with a like-minded partner who has the same client-focussed priorities, ultimately aiming to pass your business on seamlessly in the future.
We have years of experience developing structured, non-disruptive succession plans. We can offer guidance if you are handing management over internally or offer finance and buyout options if you’re looking for a different path. As part of the process, we’ll help you to identify and onboard books of business, recruit and retain talented advisers and assist you in legal and contractual matters as your business grows.
No matter how you choose to work with us, our approach will always be driven by positive client outcomes. We know how important it is that you ensure a safe and secure pair of hands, for both your employees and your clients.