Exit
Leverage our experience for the perfect landing – for you, your clients, and your team.
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In every business lifecycle, there comes a time to exit. You’re either bought out, pushed out, or wheeled out. Crafting an effective and attractive exit plan isn’t a quick process.
As you can probably tell, we take a different approach at Melo. It starts by discussing the ways we can work with you and then taking a step back to understand your options. When exiting your financial planning firm, there are typically two paths: selling internally or finding an external buyer. What path is best for you? Actually, don’t answer that right now. That’s what we’re here to find out.
You won’t find many people like us who have first-hand experience. We’ve stood exactly where you stand now. We understand your hopes and fears, and how to help you complete a successful exit.
In our toolbox
Internal sale
When we talk to you, one of the first options we’ll consider is an internal exit before looking at external options. tell me more
External sale
An external sale can offer flexibility and a good deal, with over 200 potential buyers, we’ll help you explore the market through our tried and tested process. Tell me more
Buying a business
Buying a company or client bank can go hand in hand with organic growth. You can beef up your assets under management, and expand your current service range and team size. Tell me more
Valuation calculator
Are you interested in understanding what your business could be worth? This free valuation calculator could be just what you need. Try it outWe’re independent, so we’ll help you choose the right path. Then we’ll guide you down it until you successfully reach your destination.
We’re purely sell side, which means unlike traditional brokers we are independent. We work for you, not for the buyer – meaning we’ve always got your back.
When you’re looking for support with something as important as selling your firm, you need to know you’ve got the best team in your corner. Together, you and us, make a powerful team, helping to ensure you have the very best of exits.
Bite size
brilliance
From snagging top talent, to amplifying progress and mastering the arts of exits –
it’s all here in the blog.
Exit
23 June 2025
Why you’re the problem! How to build a leadership team that runs without you
As a business owner, you’ve probably poured your heart and soul into…
Exit
23 June 2025
Selling your business? It’s not about your headline sale price, but what actually lands in your bank
You’ve spent years building your business and the headline offers look great.…
Exit
22 May 2025
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
22 May 2025
Thinking of selling your business in 3 years? You’re already behind
You might think that three years is plenty of time to prepare…
Exit
22 April 2025
Why do you want to exit your business and what will you do later on?
One of our favourite sayings at Melo is that “everybody exits” – the…
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