Securing Your Future

The Integration team will work with your firm to follow the milestones set out in our conditions matrix which sets the standards for protecting shareholder value.

A significant number of senior positions are filled within Succession by talented principals from acquired partner firms who work shoulder to shoulder with our original founding team, building collective value. The majority of our partner firms are not looking for an exit once they have capitalised. They see themselves continuing for many years, de-risked, with a combination of tax efficient capital, retained interest in business growth and continued income from all client fees, without overhead.