Succession Plan

For financial planning business owners looking to sell who want full value for the business they’ve built and a smooth succession that ensures their clients are well looked after.

Deciding the best route to pass on your business requires careful planning to get it in the best possible state to command the optimal price from a buyer. We will work with you to create a road map that gives you certainty in advance about the price you’ll receive and is also structured so that, if we are the buyer, the more we pay you, the happier we are. Our succession plan is also an effective way to be sure your team will be well looked after and your clients will continue to enjoy the high standards of service you have always provided. It is a bespoke process, so you can make it work in the way that’s best for your business and your clients.

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Want to find out more about the Saltus Partnership Programme?

To find out more call 020 7408 7778 or email [email protected]
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