Selling for more than you imagined is rarely an accident.
Every so often, you hear about an advice firm that sold for a figure above market expectations. That doesn’t happen by luck — it’s the result of years of intentional preparation and knowing what buyers truly value.
If you’re thinking about your own financial advice exit, here’s what’s likely to move the needle on your valuation.
1. Stable, predictable revenue
Buyers want to know they can count on your income streams. Recurring revenue (especially from ongoing client fees) is gold dust. It signals long-term client relationships and predictable cash flow.
2. A loyal, well-segmented client base
A buyer isn’t just purchasing your income, they’re inheriting relationships. A clear client segmentation strategy tells them who you serve, how you serve them, and where the opportunities for growth are.
3. A business that runs without you
If you are the face of the firm, your absence after the sale could cause challenges. Documented processes, empowered staff (where relevant), and a strong culture will reassure buyers.
4. Clean compliance and financial records
Nothing kills momentum in a sale faster than messy books or unresolved compliance issues. Address these before entering the market; low-risk acquisitions are more attractive.
5. Growth potential
Show the buyer where the business can go, not just where it is now. Unused marketing channels, untapped markets, or cross-selling opportunities are often viewed as potential.
The emotional side: leaving your business in good hands
It’s not just about maximising your advice firm’s valuation,it’s about choosing a buyer who will nurture what you’ve built. The best exits leave the seller feeling proud of the legacy they’ve left behind.
Next Step:
If you’d like a confidential assessment of how your firm stacks up in the eyes of buyers, get in touch for a no-obligation chat.