Sell to a vertically integrated firm

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

Vertically integrated firms may also provide their own platform or investment management services, as well as financial advice. This allows them to control and profit from multiple income streams.

‘Vertical integration’ can have negative connotations attached to it, with the perception that it will mean clients are moved into a different proposition at any cost. But in common with their private-equity cousins, not all vertically integrated businesses are the same. So it’s advisable to look beyond the term itself and under the bonnet to understand the likely outcome for both your clients and staff.

Indeed, a vertically integrated buyer could offer the best exit where there is an alignment in investment philosophy, charges can be reduced for clients or if you are already outsourcing your investment management to them.

Vertically integrated buyers tend to have significant experience in acquiring businesses. If they can benefit from multiple income streams, they may put forward attractive financial offers. And if your investment proposition is already aligned, there is potentially less disruption for your clients.

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.

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