Helping You Exit Your Business

Few small businesses have time to give it much thought but are you growing an asset or simply earning a living?

We want you to develop an asset that will pay you well upon exiting the business. 

Unlike many service providers in the financial services industry we have no interest in owning any part of your business or controlling the movement of your clients or their fees. 

This means you have an unencumbered asset to do what you want with when you want. 

Our job is to help you get to that point of choice.

As a Partnercorp member you have access to a range of similar businesses that are at different stages of their lifecycle.

Some practices will be looking at growing while others are looking at ways to exit.

Where the planner's practice has reached the point of capacity, referral arrangement with another practice within the group may be appropriate.  We will help facilitate this.

Given that each members practice is running similar processes and technology, low risk exit and low risk expansion opportunities through buy/sell agreements will be available.

Again, we have the expertise to assist you with this including the availability of a practice due diligence service.

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