Explore selling your IFA practice and client book — with full support at every stage
Sell as a going concern, protect your clients, and stay involved as much — or as little — as you choose.
Many consolidators focus on asset gathering — moving clients into in-house portfolios, platforms, or models.
Loss of independence
Disruption to clients
Pressure to change your advice model
We acquire firms as going concerns, not asset transfers.
Minimal disruption for clients
Flexible options for Owners & Employees
Empowering firms with our technology
Exit on your terms while retaining what's most important to you and your clients.
Protect your clients
No forced product changes or investment migration
Stay involved — on your terms
From immediate exit to 12–36+ month transition or longer
Remain independent
Whole-of-market advice stays at the core of your proposition
Respect your legacy
Your firm continues under existing identity
Gain time back
We handle admin, compliance, and paraplanning through our Adviser Hub
Interested in what this could look like for your firm?
We don’t change how you advise — we improve how your business runs.
Integrated back-office & CRM with AI Assistant
Brings your entire business into one place — so nothing is lost, duplicated, or reliant on manual tracking.
Automated workflows and document handling
Keeps cases progressing automatically, reducing bottlenecks and removing the need for constant chasing.
Built-in compliance support
Ensures every step is aligned with regulatory requirements — without adding friction to your advice process.
Admin and paraplanning infrastructure
Extends your capacity without hiring — giving you more time to focus on clients, not paperwork.
Result
More time advising, less time managing operations.
Planning retirement now
Want a clean, secure transition
Clients looked after without disruption
Exit over 12–36+ months
Maintain client relationships during transition
Gradually step back
Want to de-risk ownership
Focus on advising, not running the business
Scale with stronger infrastructure
Every firm has a different timeline, structure, and client base. That’s why we don’t apply fixed models or rigid deal terms.
We work with you to shape a structure that fits how you want to exit — while protecting your clients, your team, and your legacy.
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Up to 50% upfront consideration
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Flexible earn-out structures
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Share or asset purchase options
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Market-aligned revenue multiples
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Optional ongoing adviser roles
Exit on your terms while protecting what matters most — your clients, your team, and your legacy.
Exit fully, with confidence
Step away knowing your clients, team, and business continue to be looked after — without disruption.
Advise clients, we run business
Continue advising your clients while we take on the operational side of the business.
De-risk ownership and grow
Reduce operational pressure and scale your firm with stronger infrastructure and support behind you.
Interested in what this could look like for your firm?
Complete a short questionnaire to receive an initial estimate of your firm’s value and explore your next steps with Fintuity.
Your information is handled in strict confidence.
Confidential
No obligation
“Will I lose my brand?”
No — your firm's identity will remain impaired with Fintuity's.
“Will my clients be moved?”
No forced changes to platforms, portfolios, or advice.
“Will I lose control?”
You choose your level of involvement.
“Will service quality drop?”
We enhance it through operational support — not replace it.
Whether you're planning retirement, succession, or simply exploring your options — we’ll help you make the right decision.
or email me directly
andrew.lh@fintuity.com
You can still benefit from Fintuity’s infrastructure and support without selling.
