Your firm’s value goes beyond the numbers
Revenue, profit and valuation multiples always matter. But the qualities that make an advice firm valuable over time are harder to measure: the strength of your client relationships, the culture you’ve built, and how consistently you deliver good outcomes. They shape growth, recruitment, and retention long before a sale is on the table – and they’re what the right buyer should want to protect.
Consumer Duty doesn’t pause when you sell
When you choose a buyer, you’re deciding what your clients will experience for years to come. This paper argues that, under Consumer Duty, the decision carries regulatory weight – and with the FCA planning to consult on the Duty across distribution chains, that expectation is set to become clearer. Decide how you’ll sell before you decide who to sell to.
The questions to ask before you choose a buyer
Written by Pathfinders with Parmenion, this whitepaper turns the argument into practical steps. You’ll find the four dimensions of cultural fit, six questions to ask any buyer, and checklists for sellers and buyers – plus a pre-sale legal checklist from Thrings. Complete the form to get your copy and start preparing, whether a sale is next year or ten years away.
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The decision of how you sell your firm should precede the decision of who you sell your firm to
Brian Hill
Founder | Pathfinders
Who are Parmenion?
We're a forward-looking investment platform with cutting-edge technology, dedicated to providing an exceptional customer experience.
We believe in the power of partnership to help advice businesses thrive and share the frustration felt by profession when outdated processes hinder its full potential.
About PathFinders
As the sector’s independent M&A specialists, we work with owners of financial planning firms to turn their hope of a successful exit into reality and plan, manage, negotiate, and complete the sale or transfer of their business
