Clarity at every step

Support across every stage of your M&A Journey

From early-stage planning to post-deal integration, we help advisers and firms move quickly, avoid disruption, and deliver long-term value.

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What this can look like

We’ve helped firms on their journey by:

Preparing their business for sale by helping identify strengths and weaknesses within your current approach

Helping them understand what perspective buyers are looking for

Supporting evidence strong compliance frameworks and suitability of historic advice

Designing integration plans that engage clients and keep teams engaged through the transition

Providing hands-on support to articulate the future vision of the firm

How we help firms

We support you at every stage:

01. Giving you a clear view of what’s possible and what will deliver best value

02. Strengthening processes, client files, and proposition ahead of sale

03. Supporting you present your business with confidence

04. Designing practical integration plans for a smoother transition

05. Providing ongoing post-deal support to help you adapt to the new normal

Why it works

Because we don’t just observe – we embed.
Our consultants have lived through mergers, led integrations, and understand what gets missed when it’s all moving fast.

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Technical Consultation

Specialist Consultants

Jamie Ponting

MBA FPFS CMgr

Adeptli Co-Founder & Chartered Financial Planner

Brian Swanson

Technical Consultant

Jamie says:

"M&A can look smooth on a slide deck - but the day-to-day reality is messier. We step in where it matters: people, process, and pace. That’s how you keep momentum after the deal's signed."

– Jamie Ponting

Co-founder

Common questions we help answer:

How do I know if now is the right time to sell?

What can I do to make my business more attractive to buyers?

How do I protect client relationships during and after the deal?

What should I expect from the due diligence process?

How can I make sure the value of the deal is preserved post-completion?

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Want to upskill your team or develop your own confidence? Talk to Adeptli

We’ll help you deliver training that actually makes a difference – not just tick a box.

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Need to know more

Frequently Asked Questions

Browse our FAQs to learn more about our support and services.

Planning a merger, acquisition, or sale?

From pre-deal preparation to integration and post-deal execution, we provide clarity so your deal delivers in practice, not just on paper.

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