Financial Services Specialisation

Business Valuation

What will happen to your business when you are ready to retire? It’s important to create a succession plan for the future so that successors can be groomed and you can enjoy the rewards of having built a business.

Succession Planning

Our team can assist you to understand your options in planning your retirement whether it is now, or twenty years in the future. We have a proven track record of supporting business owners in their succession journey and we use these techniques in our own business, including an Employee Share Scheme and diversifying our equity holders.

Buying financial service business

Do you know what a fair value is for the business, or the payback period?

Our Buy Side Advice process can help you understand what a fair purchase price is, how to frame your offer, and how to get it right from the beginning.

Mergers and Acquisitions

Are you in the market for an acquisition? Struggling to get to scale and thinking of merging? Trying to solve a succession issue?

Structure Advice / Restructuring

Do you want to utilise the small business capital gains tax relief? Restructure your business to enable internal succession? Or are you starting out and wanting to set yourself up for the future?

Due Diligence

Are you acquiring a financial services or client base? Do you want to make sure the revenue you are buying exists?