Business sales
Preparing your Financial Services Business for Sale
Preparing your firm for sale
The best sales rarely happen in a hurry. The firms that command the strongest price and complete without unpleasant surprises tend to be the ones that began preparing well before going to market.
Preparation comes down to one thing: making sure that when a buyer’s advisers start looking closely, everything holds up. As solicitors and accountants who act only for sellers, we cover exactly that ground with you.
Start before you need to
Succession is not a decision you make the week you want to retire. The value you have built took years, and getting a firm genuinely ready to sell – clean, compliant and easy to buy – takes time as well. The earlier you begin, the more of the price you keep.
What makes a firm ready to sell
Once a buyer commits, their lawyers and accountants will examine everything. These are the areas we help you get right first.
A realistic valuation
Know what your firm is worth and why, so you set sensible expectations and can see which improvements would actually move the number before you go to market.
Financials that stand up
A Chartered Accountant on our team helps you present accounts that are accurate, current and clearly evidenced — the first thing any serious buyer tests.
Contracts and compliance in order
Client agreements, regulatory permissions, data protection, key-person and supplier contracts – the legal detail a buyer’s solicitors will pull apart. We put it straight before they look.
Client continuity
Your clients are the asset being bought. We help you protect those relationships and plan how and when the change is communicated, so retention holds through the handover.
Start with a free assessment
Our Triage assessment is free and without obligation. It is the sensible first step: an honest view of where your firm already stands and what is worth doing first.
Book a free Triage assessment
