HELPING OWNERS OF FINANCIAL PLANNING AND WEALTH MANAGEMENT FIRMS
GET ORGANISEDFIND THE RIGHT EXITCOMPLETE THE TRANSACTION
TO SECURE THEIR FUTURE.

Sellers

Book a meeting

Buyers

Register your interest

Exit types

We’ve been in your shoes, we’re independent and work for you. We’ll use all our experience to ensure you get the right exit for you, your clients, and your staff (if you have any). Check out our summaries below to learn more about the options that could work for you and your business.

Private
equity

Private equity-backed buyers are experienced and well capitalised, which could lead to a successful exit.

Vertically
integrated

Firms which manufacture as well as distribute could offer an attractive exit route for you and your clients.

National or
regional firms

Your business might be attractive to a national or regional firm growing through acquisition.

Local
peer

Local peers can make the perfect exit partners providing ongoing, local support for your clients.

Management
buyout

Your existing team know you, the business and the clients, so they may be the perfect fit to buy you out.

Merge or partner
with a peer

When the right businesses combine, great success can be achieved, but there’s lots to think about.

Employee Ownership Trust

Giving your team the opportunity to buy the business via an EOT could be a very attractive exit route.

Sell some of your
assets

You may consider selling some of your assets to streamline your business and focus on growth.

Our team

Victoria Hicks

Managing Director

Brian Hill

Head of Strategic Exits

Zane Hunter

Exit Partner

Steve McLean

Exit Partner

Thomas Bagley

Operations Director

Catherine Slaven

Executive Assistant to Victoria

Louen Davis

Operations Executive

We’ve been in your shoes

Victoria Hicks and Brian Hill have been in your shoes. Over the past few years, they’ve both successfully exited their advice businesses. Now, their mission is to help advisers, planners and wealth managers do the same by providing help, insight and support that sellers haven’t previously had access to. At the same time, the pair want to enhance the profession they care greatly about and which provides such value and education to clients.

Find out more

Julie Hunt
20 November 2023
Having recently gone through the Exit experience with Brian at The Exit Partnership, I can't recommend him enough. I had never sold a company before, so it was a whole new experience, but Brian was there every step of the way, making sure everything went smoothly, and I understood what was happening. He made sure that we got the best possible deal and even after accepting an offer, Brian was there holding my hand, chasing solicitors, getting updates. If you're thinking of selling your business, you need a Brian in your life, it's never going to be smooth sailing all the way through, but it's a heck of a lot smoother with him by your side. Thank you for everything that you did!
Sarah Davies
20 October 2023
We could not speak more highly of Vicki Hicks and have no hesitation in recommending her and the team at the Exit Partnership. In addition to Vicki being extremely knowledgeable and experienced, we found her honest, open approach a great fit with our Firm. Vicki takes the time to listen, she understands us, the people we work with and has a genuine desire to help.
Dan Boardman-Weston
3 August 2023
I’ve had the pleasure of working with TEP and Brian for over a year now. I’ve found them to be highly professional, knowledgable and approachable. I would have no hesitation in recommending them.
Paul Cleworth
31 July 2023
Excellent experience working with Brian and Vicki. Experts in their field. If you want to sell your financial services business, use TEP.
chris procter
30 July 2023
People at TEP are experienced and well positioned to help with the process to help with business succession.
Dominic Rose
29 July 2023
Very positive experience with the Exit Partnership. We have worked with them for a while now and they take the time to understand our business (who we are and what we stand for) and have an amazing ability to only put us in touch with like minded firms. Their philosophy of "culture before cash" and genuine desire to make sure that business owners get the best possible fit and overall deal means I recommend them highly.
Emma James
27 July 2023
Vicky is extremely helpful and very knowledgeable in her field. She just spent an hour of her time (at no cost) helping me run through all the options available to me, including some areas I hadn’t previously considered. We likely won’t be clients in the short term since the timing isn’t right, but even so Vicky went out of her way to help me with honest advice, and clear next steps our business should be taking. I will be reconnecting with Vicky and the Exit Partnership again when the timing is right as they are a very professional operation and clearly experts in what they do – thank you Vicky! Dan & Emma
1st Chartered Financial Planning
25 July 2023
The Exit Partnership service couldn't get any better. The combination of professional yet commercial but still personable is an excellent mix. They really listen to what you are looking for , give you realistic expectations and go beyond the call of duty to get you the best deal possible, They will then virtually "hold your hand" through the whole process. They have been there & done it themselves so they understand completely from both the business & personal side exactly what you are going to face & know how to help you . You can't ask for better than that !!
Helen Gott
21 July 2023
Vicki Hicks and the team provided first class support when we were purchasing a business. Whilst the purchase was slightly outside of The Exit Partnership's usual sector, that did not hinder Vicki's knowledge and business acumen - both of which were invaluable. Vicki and her team have great ability to see the commerciality and be open and transparent in their dealings with their clients. This is very welcome at what is a stressful time whether you are selling or buying a business. I cannot recommend their service highly enough as Vicki and her team simply are the best in the business! If you are acquiring or exiting - speak to them.
Anthony R
18 July 2023
Brian's enthusiasm and knowledge are unmatched for financial advice firms or wealth managers looking to retire or consider an exit strategy. I would have no hesitation in recommending them to any business owner who wishes to consider their future plans.

Knowledge hub

Forward-thinking new year resolutions every business owner should consider

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5 useful measures you can take to improve data security in your business

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Steve McLean’s top 4 tips for selling your business

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60-second answers

You’re bound to have lots of questions when it comes to selling your business or client bank. And remember, you don’t know what you don’t know! We’ve answered the most common we get asked in this series of short videos.