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Growth Focus

Thinking of Selling your Financial Services Business ?

Succession and Exit Strategies

For Sellers Now, Next Year Or In 5 Years Time

At Growth Focus – M&A Advisory, we help principals and partners design and execute succession and exit strategies that protect the value of their life’s work. With 18 years of successful operation, we bring deep industry experience and a proven track record across key global markets — including Australia, the UK, and the USA.

We start by defining the current market value of your practice. Then we help you protect your equity and plan your exit — whether that’s one year, two years, or ten years from now. A thoughtful plan today helps ensure you realise the full value tomorrow.

When it’s time to reap the rewards of all you’ve built, we’re here to support your next move — whether it’s a deal with a peer, an internal succession to a partner or employee, or an anonymous listing on the open market.

As a global advisory with intimate knowledge of the specific local markets we serve, we offer more than just reach, insights and a succesful track record — we offer relevance. Our team understands the distinct characteristics of each region we operate in. This local insight is paired with a powerful international network and a proprietary database of over 85,000 industry contacts, built over 18 years of trusted relationships.

 

While we operate across the United Kingdom, Australia,  the United States, and key Asian markets, our strength lies in being close — close to the people, the practice dynamics, and the regulatory settings that shape each deal. We work directly with clients in their region, providing tailored advice grounded in local buyer behaviour, valuation expectations, and succession planning realities. It’s this combination of scale, experience, and on-the-ground understanding that sets Growth Focus apart.

Growth Focus LLP 🇬🇧 , registered in England and Wales (Company No. OC421224)
Growth Focus AU 🇦🇺 (ABN 77099155969), Australia
Growth Focus USA Inc 🇺🇸 (DOS ID: 5552708), United States

Whether you’re selling a Financial Services Practice, Wealth Management Firm, Fund, Financial Planning or Accounting Business, we offer trusted advice, strategic support, and access to qualified buyers across our global network.

All information shared with Growth Focus is treated with the strictest confidentiality.