A guided process
Find the right deal
Take steps to make your business as attractive as possible to would-be buyers, then use our extensive knowledge of the industry to find the firm that fits.
Be prepared
We’ll help you get your business ready for sale. With more than 22 years’ experience working across adviser firms, we understand which factors are most likely to appeal to buyers.
Consolidate systems
Streamline operations and simplify your business so interested parties can quickly see if you’re the right fit. We’ll help you improve your processes with minimal disruption to day-to-day operations.
Eliminate risk
Trust us to match you with suitable acquirers, both regionally and nationally. We work with firms across the UK and can introduce you – smoothing the process for both sides.
Our other core services
Regulatory expertise
- Compliance Services
- Advice quality & regulatory consultancy
- Regulatory business consultancy
Financial technology
- Integrated planning & back-office systems
- Product research & resourcing
- Learning & regulatory technology
Business support
- Professional development
- Proposition development
- Growth & exit services
"After over 30 years building my business and client base, many of whom have become friends, I needed someone I could trust to help me to find the right firm to pass my business onto. With the Horizon team, I felt complete confidence and trust. The process was smooth, and I felt that we were all working towards the same goal – which was right for me and my clients. Thank you for all your support!"
Karen BartholomewBartholomew Financial Planning Ltd
