M&A, and Growth Experts

Whether you're looking to exit your business now or grow it to maximise its value for the future, we're here to help.

We'll be the salt to
your pepper

Your business
lifecycle

Let’s start by figuring out which stage of your business lifecycle you’re at right now.

What can we help you with?

Pink Blob

Progress

Turn change into growth, unlock opportunities and power business impact.

Blue Blob

Exit

Leverage our experience for the perfect landing – for you, your clients, and your team.

'elo from Melo

Lots of businesses claim to be game-changing. Ours really is. We call ourselves a business lifecycle agency. What’s that? Well, We educate, guide and support financial planning firms through every stage of their lifecycle. Get ready to Melo-fy your business and be a cut above the rest.

the full story
The GC Index
CII
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.
Dominic Rose
Dominic Rose
Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.
Pete Summerbee
Pete Summerbee
Training & Competence Manager
Vicki and the team provided first-class support when we were purchasing a business. They have a great ability to see the commerciality and be open in their dealings with clients. This is very welcome at what is a stressful time, whether you are selling or buying a business.”
Helen Gott
Helen Gott
We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.
Debbie Brindley
Debbie Brindley
Marketing Manager

Faces of Melo

Caffeine-fuelled and energy-charged, this lot here
makes us who we are.

  • Board
  • Progress
  • Exit
  • Operations

Victoria Hicks

Group CEO

Ben Wright

Chief Innovation Officer & Director of Progress

Anthony Singleton

Chief Revenue Officer

Stuart Hicks

Group Chief Operating Officer

Catherine Slaven

Business Manager

Kath Harvey

Head of Progress

Louen Davis

Operations Manager

Tom Wotton

Director of Finance & Exit Partner

Tom Bagley

Operations Director

Rebecca Parry

Executive Assistant

Nicola Wright

Progress Partner

Shammah Gwedegwe

Project Co-ordinator

Bite size
brilliance

From snagging top talent, to amplifying progress and mastering the arts of exits –
it’s all here in the blog.

take a bite

Progress

Why great financial advisers make lousy leaders (unless they fix these things first)

Many founders are brilliant financial advisers or planners, but that doesn’t automatically…

Progress

You built a lifestyle business. Now you want a commercial one. Here’s the gap

Many founders hit a ceiling, not because they aren’t capable, but because…

News

You can’t scale chaos: Why £300 million AUA firms stall without a plan

Growth often gets firms to £300 million AUA — but beyond that,…

Exit

Why accepting the highest bid for your business could be the most expensive mistake you make

When it comes to selling your business, a big headline number might…

Exit

Thinking of selling your business in 3 years? You’re already behind

You might think that three years is plenty of time to prepare…

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