OUR ULTIMATE GOAL IS TO FACILITATE AN EXCEPTIONAL TRANSACTION, TAILORED TO YOU.
With years of sector-specific experience, we have been exposed to a pool of businesses, all with a unique history. Whether yours has been built from the ground up, passed down the generations, or has absorbed your skills and energy, Chapters Capital will help you crystalise its worth.
01. OUR APPROACH, YOUR OBJECTIVES
We need to know your personal and professional objectives from a transaction.
We spend this time upfront because this will guide us on whom we should and shouldn’t speak to.
02. YOUR NEEDS, OUR BUYERS
We work with a select number of highly experienced, extremely well-capitalised buyers.
The buyers we work with vary from the deal shape to their investment proposition. This allows us to fulfil a
wide range of seller objectives.
03. TAILORED CONVERSATIONS, EXCEPTIONAL OUTCOMES
We facilitate bespoke introductions based on your requirements.
The work done matching you upfront will ensure that the compatibility is already there to achieve maximum value.
04. PRIVACY, AND CONFIDENTIALITY
Discretion with which we handle the process is at the core of everything we do.
It is essential that confidentiality is always maintained, and only relevant parties are aware of and involved in, conversations and the sharing of information.
05. START, WITH THE END IN MIND
It’s never too early to plan for a future event such as an exit. If you are not selling today but plan to within the next
12-60 months, we offer consultancy services for you.
We work alongside you for an extended period to help you realise the potential within your business and achieve your objectives.
06. WE DELIVER, FOR YOU
Our role as intermediaries is to facilitate a conversation for you with the most suitable acquirers.
We will help you through the journey, and we can introduce you to the best legal, financial and compliance advisers along the way if need be.
DISCOVER HOW A
DEAL IS FORMULATED
WHEN LOOKING TO SELL.
HEAR WHAT OUR CLIENTS
HAVE TO SAY.
Simon is extremely competent and could not have been more helpful throughout the process. Quite simply, I wouldn’t recommend anyone else!
DUNCAN FORBES
MANAGING DIRECTOR OF TRIDENT FINANCIAL PLANNING
I would recommend Chapters Capital to any serious-minded seller or buyer of IFA businesses.
GEORGE CRITCHLEY
CHAIRMAN OF TRUE BEARING FINANCIAL PARTNERS
Selling a Wealth Management/IFA business can be a complicated process, but I found it was made so much easier by taking guidance from Simon, who understood and is specialised in this particular marketplace.
GEORGE WATTERSON
DIRECTOR OF WATTERSON
FINANCIAL PLANNING
