The process

• Appraisal: We’ll conduct an initial review of your business, taking into account client demographics, your team and location, your underlying business, client investment holdings, platforms used and the advice proposition.

• Valuation: Based on the information you provide us we’ll produce an initial offer that demonstrates our understanding of your business, our vision for your business as part of Succession, and presents the amount we will pay for your business, including post-acquisition growth-related additional payments, and a payment schedule.

• Due diligence: Once the financial and other arrangements are agreed we will conduct further due diligence focusing in more depth on your clients, your team, and your business history.

• Completion: After due diligence is completed, we’ll move to the final stages of completing the acquisition, with the aim of concluding the legal paperwork within three months of the start of the process.

What next?
If now’s the time to consider your options, please get in touch by emailing acquisition@successionwealth.co.uk. We will then contact you to arrange an initial meeting to suit you.