Business Sales
Selling your Financial Services Firm
One team of solicitors and accountants, acting only for sellers of regulated firms.
Advisers who act only for sellers
Selling the firm you have built is a decision you make once, and it deserves a team whose only interest is your outcome. We act for sellers and never for buyers, so there is never a question about whose side we are on.
As solicitors and accountants working almost entirely in the regulated sector, we guide you through every part of a sale — valuation, preparation, structure, tax and the legal process — all in one team. Nothing is outsourced and nothing is handed between firms.
Book a free Triage assessment
Start with a free Triage assessment
Before you commit to anything, we take an honest look at where your firm stands: regulatory position, tax, compliance and valuation; and tell you plainly what a sale would involve. It costs nothing.
It is broadly the same assessment a buyer’s advisers will make when they look at you. Knowing what they will find, before they find it, is what keeps a sale on track and the price intact.
Book a free Triage assessmentHow we help you sell
Wherever you are, whether years from an exit or ready to go to market, there is a sensible next step.
Valuing your business
A grounded, honest view of what your firm is worth today, and what would move that figure before you sell.
Learn morePreparing for sale
Getting your firm ready — clean financials, contracts and compliance — so the price holds up when a buyer looks closely.
Learn moreThe selling process
How a sale actually runs, from the first conversation through to completion, with us beside you at each stage.
Learn moreSelling to a consolidator
What to watch when the buyer is a professional acquirer with its own lawyers and its own agenda.
Learn moreSupport for retiring IFAs
A route to exit that protects your clients, your team and the legacy you have spent a career building.
Learn moreWhy sellers choose us
One team, in one place
Legal, tax and commercial expertise sit together in a single team, so your sale is never handed between firms.
On your side, only
We act solely for sellers and hold no relationships with buyers, so nothing about our advice is compromised.
A free place to start
Our Triage assessment costs nothing and tells you honestly where you stand before you commit to anything.
Decades in the regulated sector
We have advised regulated financial services firms for more than twenty years, and we know how these deals really work.
Deals we have completed
A sense of the firms we have sold, the buyers involved and the shape of the deals.
View recent dealsWhat our clients say
In their words — advisers who have been through a sale with us.
Read testimonialsThe team who would run your sale
Solicitors, a chartered accountant and commercial specialists who have advised regulated firms for over twenty years. The people you meet at the start are the people who complete your sale.
Meet the TeamThinking about selling your firm?
Start with a free, confidential Triage assessment — an honest read of where you stand, with no obligation.
Book a free Triage assessment
