Internal sales

Your existing team know you, the business and the clients, so they may be the perfect fit to buy you out.

Lay your cards on the table

When we dive into discussions about selling your financial advice firm, one of the first things we’ll do is discuss the potential internal exit strategies available to you. If you’ve built up a solid management team, an internal sale might just be the perfect fit. But where do you go from here?

When you’re looking for support with something as important as exiting your firm, you need the best team in your corner. It’s a non-negotiable. We like to think we make for a powerful crew, thanks to our experience and our passion for helping business owners like us and like you.

Try our free business valuation tool

Who knows your business better than your own team? They’re familiar faces to you, the business, and your clients. With their insider knowledge, your management team could be the perfect candidates to buy you out. This can lead to a smooth transition and very little disruption for clients or your wider team.

Sure, it can be a challenge for management teams to gather the necessary capital for a buyout. But with a dash of creativity, solutions can emerge. When it comes to this type of buyout, many owners are happy to have payments staggered over a longer period, especially when they consider their business and legacy may remain intact post-sale.

If you weren’t sure what an EOT entails, it’s a form of indirect business ownership where the shares are owned by a trust fund. And get this – it’s all for the benefit of the employees. That means when the business profits, everyone gets a piece of the pie, according to an agreed formula.

For owners, this is a way of ensuring their business continues beyond them. Their earn-out derives from future profits, underscoring the importance of fostering an employee ownership culture pre-sale. Plus, there are tax advantages to consider.

EOT sales are ideal for owners where legacy is important, and those with a robust management team. However, it’s best suited for businesses of a certain size, capable of operating without the owner, and with ample preparation time.

Our winning formula

Understanding what
you want

We get to know you and your goals, inside and out. After all, how can we help you reach those milestones without understanding what they are? This means we’re both working in partnership towards meeting your goals.

Making the right

It's crucial to nail this. We’re independent, and we work for you, so we’ll give you an unbiased and honest list of options. We will suggest different strategies and a range of different buyers to ensure you're confident before sealing the deal.


Putting the hard work in now pays off when due diligence starts. We'll get you prepped, give you room to shine, and make sure you're making the best possible first impression. This instils confidence in buyers and opens doors.

Acting for you, not
the buyer

We represent you and not the buyer. This can open up a wider range of opportunities and means we can negotiate all aspects on your behalf. Remember too, we never take a fee from both parties.

A partner through
the process

Our knowledge of running a regulated business, and the acquisition landscape, means we are perfectly placed to remove the pressure on you and deal with the inevitable bumps in the road, so you can get on with the day job.

Building your

We've got your back with a solid network of pros ready to assist in building and exiting your firm. Outsourced suppliers and legal and tax experts are at your disposal. As you’d expect, we never take any fees for making an introduction.

Getting the timing right

Before we jump into the exit process, we must chat to ensure it's the perfect time to sell your business. We want you to be all geared up, both personally and business-wise, for the exciting journey ahead. Rest assured, we'll only put your business on the market when the stars align for a successful exit.

An extension of your team

How can we claim this? Easy! Because we've been in your shoes We've run our own firms, we've experienced the highs and lows, and yes, we've successfully exited. We're not just the first impression buyers will have of you; we're the best impression because we genuinely get what makes your business tick.

Who do we know?

When it comes to knowing the right people, we've got you covered. We represent you and have access to the whole of the market, including those acquirers that don’t accept introductions from brokers. We're pretty confident in saying we've got a solid grip on the who's who of the profession.
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
Brian's contacts and experience were invaluable when we decided to sell our IFA practice. He got us meetings with a variety of different potential buyers, and helped us to source a specialist solicitor.
Gary Lee
Gary Lee
I had never sold a company before, so it was a whole new experience, but Brian made sure everything went smoothly, and I understood what was happening. He made sure that we got the best possible deal and even after accepting an offer, Brian was there holding my hand, chasing solicitors and getting updates.
Julie Hunt
Julie Hunt
We couldn’t speak more highly of Vicki Hicks and have no hesitation in recommending her and the team. In addition to being extremely knowledgeable and experienced, we found her honest, open approach a great fit with our firm.
Sarah Davies
Sarah Davies
My experience has been both a pleasure on a personal basis and a business note. They’ve provided me with a first-class professional service throughout, leading to the sale of my business. I’d encourage anyone in the same position to use their services, you won't be disappointed.
Adrian Hill
Adrian Hill
Arrow icon

We're your

Say 'elo

We’ve got our thinking caps on and we’re ready to mingle.

    How can we help?