Selling Your Business

We’ll work in partnership with you, using all our experience, to help you make the right choice for you and your clients.

The process

  • Appraisal: We’ll conduct an initial review of your business, taking into account client demographics, your team and location, your underlying business, client investment holdings, platforms used and the advice proposition.

  • Valuation: Based on the information you provide us we’ll produce an initial offer that demonstrates our understanding of your business, our vision for your business as part of Succession, and presents the amount we will pay for your business, including post-acquisition growth-related additional payments, and a payment schedule.

  • Due diligence: Once the financial and other arrangements are agreed we will conduct further due diligence focusing in more depth on your clients, your team, and your business history.

  • Completion: After due diligence is completed, we’ll move to the final stages of completing the acquisition, with the aim of concluding the legal paperwork within three months of the start of the process.

What next?
If now’s the time to consider your options, please get in touch by emailing We will then contact you to arrange an initial meeting to suit you.

"Our acquisition into Succession went as smoothly as it could. We had great support from the integration team at Succession, with in-person support from experienced members of staff to help us with any queries we had and any training that we needed.
It is always a challenge when you start using new systems and processes, but we embraced the change and took all the support offered, to ensure that it was a seamless integration.
Senior members of Succession were also a great support during that time, and we instantly felt welcome within the wider company. We visited other offices for training sessions and welcomed staff to our office.
Overall, my memories of joining Succession are good. It has been fantastic to see the continued growth of Succession from within and get involved in supporting the later acquired firms, as we were supported when we were joined."
- E Cooper