Exit after a management buyout

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

When we talk to you, one of the first things we’ll do is discuss the potential internal exit strategies available to you, before looking at external options.

Your existing team know you, the business and the clients. You know them too, which can mean your management team are the perfect people to buy you out. This can lead to a smooth transition and very little disruption for clients or your wider team.

It can sometimes be hard for management teams to raise the capital necessary to buy out the current owner, which means some creativity might be needed. But when it comes to this type of buyout, many owners are happy to have payments staggered over a longer period, especially when they consider their business and legacy may remain intact post-sale.

Sadly, management buyouts are not always an option. Most advice/planning businesses are small and perhaps don’t have the leadership team in place with the skill set to run a business. The requirement for debentures or personal guarantees can also be off-putting for management teams.

How we help

Understand what you want

We can’t help you achieve your objectives without understanding them. So that’s exactly where we start. This means we’re both working in partnership towards meeting your goals.

Making the right choice

You only sell your business once. You’ve got to get it right. We’re independent, and we work for you, so we’ll give you an unbiased and honest list of potential options. We may encourage you to speak to a range of types of buyers for that reassurance you are making the right decision.

Maximising value

Putting the hard work in now pays off when due diligence starts. We’ll prepare you for the process ahead, provide time for improvement and help you to make the best first impression. This will instil confidence in buyers, open doors and improve value.

Acting for you, not the buyer

When it’s appropriate, our Partner Route means we represent you and not the buyer. This option can open up a wider range of opportunities and means we can negotiate all aspects on your behalf. Remember too, we never take a fee from both parties.

A partner through the process

We’ve been in your shoes and know how stressful the process can be. Our knowledge of running a regulated business, as well as the acquisition landscape, means we are perfectly placed to remove the pressure on you and deal with the inevitable bumps in the road, so you can get on with the day job.

Building your team

We’ve built up a strong network of professional connections who can help you build and exit your firm, all with significant experience in this regulated space. From outsourced suppliers to legal and tax experts, these are all at your disposal. As you’d expect, we never take any fees for making an introduction.

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