Why having an exit strategy is important
It’s important you think about your future. In the same way that you advise your clients on their future, you should do the same for yourself, and think about the steps you should take today to ensure you reach your goals and maximise your growth.
Whether you are a sole trader or a principal of an advice firm, the earlier you consider the future of your business, as well as your own future, the more time you have to prepare. This means more time to discuss your options around when and how you wish to exit with successors, to decide what is best for your clients, and to ensure you realise the full value of your business.
Questions you have may include:
- How much is my business really worth?
- How can I ensure that my clients are treated well and not shoehorned into an offering?
- How can I exit with confidence, without fearing future liabilities and tax?
What exit options do we offer?
We believe we are the market leader in terms of number of options available to advice firms to help them run their businesses more profitably, grow sustainably and exit with confidence when the time is right.
Quilter Financial Planning network
Practice Buy Out
For small and medium sized firms and sole traders looking for a straightforward exit when the time is right, while ensuring their clients are well looked after. The business is sold to and integrated into another advice firm. From partial to full buyouts and everything in between, advisers can be sure to find the option that’s best for them and their clients.
Management Buy Out
For principals of medium and larger firms looking for financial support to pass the reins onto their successors before exiting the profession. Can also help smaller firms. This can be structured on a partial or full basis, providing flexibility for the retiring owner while ensuring continuity and a smooth transition for clients and the successors.
Quilter Financial Advisers
National Retirement Plan
For Quilter Financial Advisers looking to retire, who want a seamless transition for their clients and a capital payment on exit. Quilter Financial Advisers supports advisers throughout their career, helping them grow assets over time, and then take ownership of the client book when they choose to retire (provided they have been with the business for a minimum of five years).
Quilter Partners – a new model
We are piloting an exciting model called Quilter Partners.
Quilter Partners is uniquely positioned to fit in between our existing Quilter Financial Planning network and our national Quilter Financial Adviser model. This provides a valuable middle ground solution to help advisers realise their full potential.
It enables and rewards greater alignment to our proposition, brand and operating model and allows advisers another way to release the value they have built up in their businesses alongside our existing exit options.
Quilter Partners can help a wide number of firms including; ambitious firms looking for accelerated growth through acquisition, those looking to grow organically, and mature businesses looking to exit shortly.
Through Quilter Partners:
- You continue to own and drive your business forward.
- You have the opportunity to grow and align your business ahead of any exit decision.
- You may not even be thinking of exiting yet, but just want the security of exit options without definitive tie-ins.
Start the conversation today
To learn more about the exit options available, including how we value a business, eligibility, and funding, please get in touch with us. Whether you are an existing member of our National or Network business, or a new adviser, we are certain we can help you plan the right exit strategy for you and your clients.
Email Recruitment Director John Kerr to discuss your needs.