Practice Buy Out & Exits

Are you interested in acquiring more funds under management and growing your wealth management business?

We assist owners of International Wealth Management businesses and firms sell their business and client books and/or to purchase additional funds under management by sourcing the appropriate financial planning practice or territory of which they can purchase.

 

Buying and/or selling an International Wealth Management business or client books can be a complex process.

At Coady Performance Group, we take pride in the experience, knowledge and connections we have for both our Buyers and Sellers along with  their preferred options, by understanding your key requirements so that we can find the appropriate match.

Coady Performance Group have a decade of experience in sourcing, matching and merging businesses.

Not ready to leave The Industry entirely?

We have Investors that have cash readily available to capitalise existing businesses for further growth and to enter new markets.

We also have gradual exit options that take place over 3-5 years whereby the existing shareholders can remain within the business and build upon their ambitions.

Value Your Business

Once you have registered with us, we will contact you and talk through your needs in terms of location, asset mix, staffing levels and budget.

Capitalise on our experience

  • We have expert knowledge of the market place and offer a tailored and dedicated service
  • Fees are only applicable to successful purchases
  • Prices are subject to your due diligence and may vary from our valuations

Why sell your International Wealth Management business?

A wide range of Sellers exist for different reasons who want to sell their business, which can include;

  • Retirement or Family Commitments
  • Ill Health
  • Industry Exit
  • Territory Exit
  • Regulatory Departure
  • Change of Career
  • Release Capital