Before the deal
We help you get the fundamentals in shape before anything is signed. Whether you're selling, acquiring, or merging, we work with you to reduce risks, position your business clearly, and make sure the deal makes sense from all angles.
What this can look like
We keep it simple for a reason
This service is used by network leadership teams, business owners planning for exit, and firms preparing to grow through acquisition.
Most pre-deal preparation focuses on financials, but that’s only part of the picture. We focus on what really drives long-term success - the quality of advice, the strength of the client bank, and how processes and propositions align with your own. By identifying risks, opportunities, and potential integration challenges early, we give you the clarity to move forward with confidence and ensure any deal delivers the right outcomes for both clients and your business.
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Technical Consultation
MBA FPFS CMgr
Adeptli Co-Founder & Chartered Financial Planner
Technical Consultant
Co-founder
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What advice risks exist within the firm we’re looking to acquire?
How well does their client bank align with our proposition and strategy?
Are their advice processes and technology compatible with ours?
How does their proposition stand up against Consumer Duty expectations?
What integration challenges should we anticipate from an advice perspective?
Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.
Need to know more
Browse our FAQs to learn more about our support and services.
We focus on the advice, compliance, and client outcomes. Our insight helps you uncover risks, spot opportunities, and prepare for smoother integration.
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Specialist support for advisers, firms, and networks
