Are you a financial intermediary considering selling your business?
Selling your financial planning practice is a complex and emotional journey. You have spent your working lifetime building your client base and reputation, and you want to ensure a smooth transition that benefits both you and your clients.
That's where Catalyst Partners come in. We're not a business broker. We are specialists mergers and acquisitions advisers dedicated to helping financial planning practices like yours achieve the best possible outcome. That's all we do.
Here's what sets us apart:
* Unmatched Experience: Our team of four partners each have over 35 years of experience in the wealth management sector. We've each grown and sold IFA practices, held C-suite positions in large firms, and understand the unique challenges and opportunities you face.
* Deep Buyer Relationships: We maintain close relationships with the 60 most active acquirers, giving you access to the widest pool of potential buyers. We develop relationships at the decision-maker level, ensuring we understand their acquisition strategies and valuation criteria.
* Seller-Only Focus: We act exclusively for sellers, not for buyers. This means we're 100% focused on getting you the best possible deal, free from any conflicts of interest.
* Client-Centric Approach: We prioritise the experience and transition of your clients. We believe a successful transaction hinges on a smooth client handover, and we'll guide you every step of the way to ensure their satisfaction.
* Outcome-Driven: We're passionate about helping you achieve your goals. We're experienced guides, strong negotiators, and we'll work tirelessly to secure the best possible outcome for your practice.
Ready to start your journey?
Contact The Catalysts LLP today www.thecatalysts.uk for a free consultation. We'll listen to your story, understand your goals, and develop a personalised plan to get you the results you deserve.
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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Longden Coleham, Shrewsbury
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Type
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Partnership
