Succession

RESOURCES

Whether you’re a seller or a buyer, our ultimate aim is to help you find a good fit and execute a deal that benefits both parties and your clients.

As well as the below guides, we have also been working with Kingmakers to produce a number of workshops to guide you through the acquisition process both as buyers and sellers. These workshops include the below topics and are available on request.

Buyer Workshops

  • Planning tools, understanding the market and your preparation
  • Target and search
  • Valuation, terms and appraisal
  • Funding, legals, completion and post completion.

Seller Workshops

  • Introduction and case study
  • Valuing a firm
  • 4 typical deal structures
  • Maximising value and further assistance.
 

The Acquisition Process

Below is our useful diagram to give you an overview of the acquisition process.

Discussion Paper

This is a guide written by Rob Stevenson at Kingmakers. It focuses on a typical business owner as he navigates the process and ultimately finds the right buyer and completes the sale of his firm. Told as a story with key insights from us at the end of each chapter, it has been created to help you understand the key challenges and opportunities associated with this situation.

Going DA

This guide is written by Phil Young who has worked in pivotal roles at both Bankhall and Threesixty before setting up Zero Support. It explores the pros and cons of being directly authorised or a network member, and covers topics such as capital adequacy, support, professional indemnity and impact on proposition.

These documents are for use by financial professionals only. They are intended as general guidance only and should not be used as a recommendation to use or rely on any of the features mentioned. The information contained in these documents is not advice, nor is it a substitute for advice.