Exit
Leverage our experience for the perfect landing – for you, your clients, and your team.
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Line up for a flawless touchdown
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.
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brilliance
From snagging top talent, to amplifying progress and mastering the arts of exits –
it’s all here in the blog.
Exit
02 September 2024
The cobbler’s shoes: Are you neglecting to form a robust exit plan?
Did you ever hear the old adage about the cobbler’s shoes? Believed…
Exit
31 July 2024
3 ways to execute the successful sale of your business
You are ready to sell your business! You’ve been leading up to…
Exit
30 May 2024
When is the right time to exit your financial planning business?
Running a business takes passion and drive, not to mention a lot…
Exit
11 March 2024
3 simple steps to boost the attendance of employees who are serial latecomers
Dealing with late employees, or workers who do not work all of…
Exit
11 March 2024
How tax works on the sale of the assets of an LLP
As a financial adviser who is part of a limited liability partnership…
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