The key to a successful sale is a good match of buyer and seller to maximise the level of client retention.

We provide the following assistance with sale:

  • Discussion of succession options and timescale, including sale or merger of the practice or a sale of a block of fees
  • Discussion of likely value of practice, prevailing market conditions, both generally and locally, and any consultancy arrangements
  • Advising on steps to be taken to prepare the practice for sale to maximise its value
  • Targeted marketing to produce a beneficial selection of potential purchasers
  • Guidance in the selection of a shortlist of potential buyers to ensure manageable numbers and the selection of most suitable firms or individuals
  • Arrangement of initial meetings
  • Review and independent objective advice on offers
  • Liaison with both parties during the period of negotiation
  • Pointers for the documentation