What's your firm really worth, and what's holding it back?
Find out what your firm is worth today, what's holding that value back, and how to grow it in the years before you sell.
Book a 30-minute call (opens in a new tab)
The value of your firm is built years before you sell it
Value is built early
The firms that get the best outcomes are the ones that start preparing well before they sell.
Buyers mark firms down
Buyers look hard at reliance on one key person, patchy client data and compliance files that wouldn’t stand up to scrutiny.
Fixing it takes time
These issues take years, not months, to put right. Start now and you stay in control of the timing.
VERA: our Valuation & Exit Readiness Assessment
VERA gives you two things most firm owners don’t have: a grounded view of what your firm is worth today, and a clear picture of what’s helping or holding back that value.
A valuation of your firm today
An indicative, grounded view of what your firm is worth, based on your client bank.
A prioritised action plan
What to fix first to grow and protect your firm’s value, whether your exit is one year or ten years away.
A working session to talk it through
Talk through the findings, your options and the support available to you.
A readiness score across 10 areas
Scored against what buyers scrutinise in due diligence, including recurring revenue, compliance, client data and key-person dependency.
- Recurring revenue quality
- Compliance file quality and oversight
- Client data quality and structure
- Key person dependency
- Client concentration risk
- Investment proposition consistency
- Culture and team stability
- Technology integration potential
- Scalability of operating model
- Buyer fit
£1,495
Founding offer: book before 30 November and get a free follow-up review in 6 months, to see how your firm's value has moved. Book a 30-minute call (opens in a new tab)
How it works
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Book a 30-minute call.
An open conversation about your plans. No obligation.
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Share an anonymised client list.
That's all we need up front.
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60-minute session.
Our succession specialist works through your firm with you on Teams.
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Your report and action plan.
Your valuation, readiness score and what to do next.
When you're ready, the Affinity marketplace connects you with checked buyers.
Meet Fred Moss
Director of Business Growth & Succession
Fred leads the Affinity programme, helping advice firm owners understand, grow and protect the value of their business. He works with advice firm owners at every stage, from first thoughts about succession to being ready to sell.
“Whether you're retiring next year or you've just set up your business, there's no better time than now to understand what your business is worth and plan for a successful exit.”Book a 30-minute call (opens in a new tab)
What a VERA showed one firm
An established advice firm whose owner plans to retire in the next few years.
Anonymised example. Figures are indicative.
Starting value
£1.1m
Indicative valuation today
£700k
Value tied up in fixable issues
£400k
The three biggest gaps, and what fixing them is worth:
- Documented succession plan: increases buyer confidence and reduces transaction risk.
- Reduced owner dependency: makes recurring revenue more transferable.
- Stronger management information and client segmentation: improves due-diligence readiness and buyer appeal.
This business had over £400k of value tied up in issues that could potentially be addressed before going to market.
When you're ready: the Affinity programme
The compliance-led marketplace connecting IFA sellers with trusted and checked buyers.
Compliance-led
Every firm we work with is supported by our compliance and regulatory experts.
Checked buyers
Buyers and sellers are assessed before they meet.
Anonymous until you're ready
You choose when to engage.
Flat, transparent fees
Not a percentage of your sale.
Not ready to talk? Get the buyer-readiness checklist
The 10 questions a buyer will ask about your firm, and how to check where you stand. It's free and takes a few minutes to work through.
Questions
Is it confidential?
Yes. Up front, you only share an anonymised client list. If you later join the Affinity marketplace, you stay anonymous until you choose to engage with a buyer.
Do I have to sell?
No. VERA is about understanding and growing the value of your firm, whether your exit is one year or ten years away. There’s no obligation to join the marketplace.
Is it exclusive?
No. You're welcome to work through other selling avenues if you want to.
How long does it take?
A 30-minute call, then a 60-minute session with Fred on Teams, followed by your report.
What does it cost?
VERA costs £1,495, including the assessment, your report and a working session with Fred.