For Buyers

An acquisition is the fastest method to grow your financial practice. We understand the difficulty of finding new business, so we endeavour to ease this process by allowing you to grasp first opportunity to be introduced to potential sellers. With our extensive network, we help you find a meaningful practice acquisition to bring your practice to the next level.

For Sellers

Be it retirement, preparing for life's unexpected events or making plans to move from the financial industry, our platform is designed to maximise the value of your financial practice if you are seeking an exit strategy. With our comprehensive contingent succession plan, we help ensure that your financial practice remains stable and intact.

Through the right connection to a group that aligns with your needs in the transition as well as focused on the welfare of your clients, we help you convey your value to potential buyers, identify your ideal successor and reach your transition objectives. Our proven framework helps you minimize the headache of finding the right successor, relieving the anxieties that you clients may experience when switching financial advisors.