LEAP
Premium advisory for high quality firms considering succession, strategic partnership or a discreet sale.
Designed by business owners for business owners who want a controlled, well prepared and confidential route towards the future of their business sale. We’ve combined transaction preparation, valuation insight, buyer networks to help founders make one of the most significant financial and personal decisions of their professional lives.
Experience grounded in the market
Our experience has been developed through advising founders, shareholders and leadership teams across the UK independent financial advice and wealth management sector. We have worked with firms ranging from approximately £30 million to more than £500 million in assets under management, including businesses with complex ownership structures, retiring principals, management succession requirements, adviser dependency, regulatory considerations and ambitions for significant future growth.
Legacy
Protecting what you have built and what you want to leave behind.
Exclusivity
A selective and controlled process focused on quality rather than volume.
Alignment
Matching value, culture, people and long term ambition.
Privacy
Maintaining discretion throughout preparation, engagement and completion.
LEAP is the value of preparation, judgement, discretion, transaction design and disciplined negotiation.
Your vision on your terms.