how we can Help your business
Business Acquisition & Sale
One of the biggest milestones in any business is making a decision to either buy or sell. Whether this is your first acquisition or sale, or your 10th, we can help.
We can provide strategic guidance and personalised support to help you navigate the journey successfully.
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How we help .
Sale:
You obviously want to get the best price you can for what you have worked so hard to build. Ensuring your business, or the part of the business, you are selling is in the best shape possible is more important than ever. With higher interest rates, buyers are more decerning about what they take on and the price they pay, and your clients and their happiness play a key role in the long-term success of the sale. We can work with you to help with the strategic elements of the deal, or at a more detailed level helping ensure all your records are where they need to be, that all advice records are up to date and all review meetings are fully documented.
During such a sale, you may also benefit from our Opportunity Identification service.
Acquisition:
Making the decision to buy a business or client bank isn’t done lightly. You want to ensure you make the right decision, after all it’s your money on the line. Any unhappy or disengaged clients make for a poor investment.
Undertaking due diligence on any client bank or business you may be interested in is a vital stage of the process and we can support. This can include checking client records for completeness and identifying any potential issues within the client bank. All of which can ensure you pay a fair price and reduce any potential future issues.
We can support with the embedding of the acquisition by reviewing processes and technology, or even via our selected partners, booking initial client appointments and sending out letters to clients. Our aim is to make the process seamless, and importantly give your newly acquired clients a great first experience with you.
At this point, you may also benefit from our Opportunity Identification service.
Ad-hoc Consultancy
£150
Starting from per hour
Book in time based on availability
Ultimate flexibility
No minimum commitment
Monthly
Retainer
£1,000
Starting from per month
Guaranteed access to our experts
Pre-agreed hours
48-hour response time
Bespoke
Project
£TBA
Starting from per day
Tailored to your needs
Transparent pricing model
Fixed fee or day rate
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Meet the Consultants
Meet the driving forces behind Adeptli – A team with unrivaled knowledge and diverse expertise in financial services, wealth management, marketing, and technology. It's this unique blend of professional skills that enables us to provide quality solutions to help your business thrive.
We're here to make a difference, combining our knowledge and enthusiasm to drive your success.
Julia Kiff
Adeptli Co-Founder & Chartered Financial Planner
Dave Lardner
Adeptli Co-Founder
Jamie Ponting
Adeptli Co-Founder & Chartered Financial Planner
Scott Daniels
Adeptli Co-Founder & Chartered Financial Planner
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