Daunted by the prospect of selling your financial advice business? Don’t be. With the right expertise, a bit of time and good organisational skills the process can be smooth and rewarding.

We’ve come up with a step-by-step guide to selling your business including:

  • Educating yourself about the market and process
  • Planning and preparation
  • Putting together a deal team of experts (👋)
  • Active dealmaking – going to market
  • Choosing a buyer
  • Agreeing heads of terms
  • Navigating due diligence
  • Negotiating the contract
  • Completing the deal

Our guide to selling your financial planning business walks you through what to expect during each of these phases, plus tips on how to prepare and who you will need on side for the process.