The most focused, client-centric adviser buy out solution in the market.

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If you are looking to grow through acquisition, or thinking of exiting the industry – we can help.

Whist growth and exit planning may be at the opposite ends of the business lifecycle spectrum, Horizon can help with both objectives by bringing acquiring and exiting firms together.

Looking to buy?

Today, we are working with a number of firms looking to exit the industry, and our relationship with them means that we can provide those looking to acquire with a comprehensive assessment of each firm, and then act as an introducer.

We are adding firms to our list of sellers all the time and we would be happy to work with you to discuss your needs and share details on any firm, or firms, in which you may be interested. We conduct due diligence on all selling firms, including cultural fit, and will provide assistance with integration post acquisition if required.

Our 'seller's pack' will provide you with an in-depth dive into any business you are looking to acquire.

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Looking to sell?

When the time comes to leaving the industry, for whatever reason, we know that the decision is not taken lightly and that you will want both for your legacy to last and for your clients to continue to get the high-quality level of service to which they have become accustomed.

In addition, you will, of course, want to ensure you receive the right deal for your firm, both commercially and from an ongoing service perspective.

We are working with a number of firms who are looking to acquire both IFA and mortgage firms, so if you are considering about your exit strategy, we can help.

Horizon can help you to:

  • Understand the true value of your business.
  • Get your business ready for sale, working with you to help make those changes needed to improve the value for sale
  • Find the right business to acquire your clients and your business
  • Simplify the deal, ensuring you get the right deal for you and your clients, with an open and upfront approach.

Enquire Today

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