10 years +
IN FINANCIAL PLANNING M&A
100 +
DEALS AS CHAPTERS CAPITAL
£10bn +
AUM ACQUIRED
Retiring guilt-free
You don't have a set succession plan and you're worried about who will look after your clients when you retire. You also want a fair price for your business.
Securing your future
You've worked hard to build a valuable business, but you're worried about waiting too long to take money off the table.
More time for your clients
You're tired of spending more time dealing with compliance and regulation than actually advising clients.
Knowing your options
You keep wondering what your business is actually worth, what the process involves, and whether you should start planning now instead of waiting until retirement is around the corner.
Why Chapters Capital?
Much of the financial planning profession is about listening. Clients trust advisers who take the time to understand what is important to them before helping them make significant decisions. Our approach to advising sellers is no different.
Selling a business is unfamiliar territory for most IFA owners. We strive to be a consistent, experienced partner to guide you through that process: understanding what matters to you, answering your questions as they arise, and matching you with the right acquirer.
What our clients say
Don't take it from us. Read postcards from our past clients.
"Simon assisted us with sale of our financial advisory business. The business was valued at 8 figures. He was immensely patient - negotiations took several months as we owned several interlinked firms. He has a real eye for detail. Clarifying and answering hundreds of questions. Best of all he is a thoroughly decent and caring chap.
I would recommend Chapters Capital to any serious minded seller or buyer of IFA businesses."
TO:
Chapters Capital,
10 St. Bride Street, London, EC4A 4AD
GEORGE CRITCHLEY,
TRUE BEARING CHARTERED FINANCIAL PLANNERS
About us
Simon Bourke
Managing Director
Simon Bourke founded Chapters Capital in 2019 having worked as both an intermediary and buy-side in the wealth management sector. He is an Associate of the Chartered Institute for Securities & Investment and holds the CISI Certificate in Corporate Finance and the CISI Investment Advice Diploma.
Since then, Chapters Capital has become one of the UK's leading business brokers, growing to a team of seven and completing more than 100 transactions for financial planning and wealth management firms across the UK.
Insights and guides
How to choose an intermediary to sell your IFA business
Choosing a broker to sell your IFA? This guide covers what to look for, what to avoid and how the right...
Asset purchases vs share purchases: what is the difference?
Understand how asset and share sales differ on tax, liability, employee transfers, client continuity and...
Step-by-step guide to preparing to sell your IFA
Selling in the next few years? This guide covers what to sort early, what buyers look for and how to prepare your...
Latest M&A news
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