If you’re seeking to exit your regulated firm, whether you’re directly authorised or an appointed representative, it can be a daunting proposition. Extracting maximum value from a sale often requires significant pre-sale preparation and in the case of a regulated firm this is more important than most other sectors given the diligence requirements of prospective purchasers.

We have acted as sales agent for a wide range of financial services firms. With access to a network of active buyers and the experience of managing the regulatory process we are often the first choice for those seeking to exit their business.

If you’re thinking of selling your firm speak to us for a confidential discussion about how we can help you maximise its value.