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Permanent retirement exit or temporary arrangement?

 There are many reasons why business owners wish to take a step back. You've worked hard to build your business and clearly you want to maximise the value of your hard work, whatever direction you now wish to take.

Whether you are looking for a permanent step away from the business or a temporary one, there are solutions for individuals and larger businesses alike. 

Let us know what your aims are and we will be able to help guide to the right solution.

Exit strategy?

For those in wealth practices, there is obviously intrinsic value with funds under management and on-going service income but what is the best route for you and your clients?

Mortgage advisers, what's the best way to monetize your client bank? 

There are a number of ways to consider but rather than force yourself into preconceived idea of "this is what I thought I had to do". Think about what would best work for you, the perfect solution may well be out there. Talk to us, we may be able to help.

What do you want to do?

  • Sell your business - Maximising sale price
  • Retire - Monetizing your client bank 
  • Hybrid- Step away from a specific product type and refer 
  • Temporary solution

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