The Transact Succession Service makes the process of selling or acquiring an advisory business smoother, simpler and more secure.
Since launching in 2016, we’ve helped business owners inform, connect and complete transactions with like-minded firms – ensuring the right future for clients, staff and you.
Why choose our service?
Expert knowledge and workshops
Access an extensive knowledge base and attend UK-wide workshops to understand your options and make informed decisions.Introductions that matter
We connect you with prospective buyers or sellers, backed by a robust assessment process to ensure the right fit.Confidential and secure
Your information stays protected throughout the process.
For sellers
Finding the right buyer is critical for continuity and client care. We introduce you to firms that share your values and are ready to acquire.
For buyers
Skip the legwork and uncertainty. Our service helps you find the right business faster and with confidence.
Client success story
When I was considering the options for the sale of my business, the guidance and support provided by the Transact Succession Service was invaluable. Following an introduction by the service and having made my decision, Transact provided first-class support assisting the transition to the new company, ensuring continuity of service to my clients.
Ready to take the next step?
Contact Daniel Smith, Succession Planning Manager, to learn how the Transact Succession Service can help your business.
Daniel Smith
Succession Planning Manager
Tel: 07825 065889
Email: dsmith@integrafin.co.uk