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How a sale worksFrom the first conversation to the day after handover.
Seven steps, the same whichever path you choose. You see each one before we take it, and you know what you will get in writing.
A conversation
What you want next. Nothing to prepare.
A look at the book
Clients, contracts, revenue. Confidential.
A proposal in plain terms
Path, price, and people, in writing.
Agreement
Reviewed with your own advisers.
A handover plan
Client by client, who tells whom, when.
The move
Clients onto the platform, per the plan.
After
Step away or stay on, decided up front.
- 01
A conversation
You tell us about your firm and what you want next. It is a conversation, not a pitch, and if we are not the right fit we will say so.
YOUTell us about your clients, your team, and what you want from what comes next.WEListen, answer questions, and tell you plainly whether we are a fit. - 02
A look at the book
If it looks like a fit, we go through the business together. What you share stays confidential.
YOUShare a client list with recurring revenue, your main contracts, your tools, and how your team is set up.WEReview it with you, ask questions, and flag anything that needs a closer look. - 03
A proposal in plain terms
We put a proposal in writing: which path fits, what it pays and how, and what happens to your clients and your people.
YOURead it, push back on anything, and ask for changes.WEExplain every line in plain language. No jargon, no surprises later. - 04
Agreement
The final paperwork reflects the proposal you agreed to.
YOUReview it with your own attorney and accountant before you sign.WEAnswer questions in writing so there is a record of what was agreed. - 05
A handover plan
Before anything moves, we plan the handover with you, client by client.
YOUHelp decide how and when each client hears, and when your team hears.WEPlan credentials, documentation, and the technical move for every client. - 06
The move
Clients move onto our platform following the plan you made with us, served by the operating company that fits them.
YOUStay involved for as long as was agreed.WERun the move, keep you informed, and handle the issues that come up. - 07
After
What happens next was settled in the proposal, not left to chance.
YOUStep away, keep working with your clients, or something in between.WELook after your clients and your people the way we said we would.
Three questions owners ask first.
Only what we need, when we need it
Nothing for the first conversation. Later, a client list with recurring revenue, your main contracts, your tools, and how your team is set up. It stays confidential.
The whole deal
The path, what it pays and how, what happens to each client and each person on your team, and the handover plan.
You, first
We plan who tells each client and when, so nobody finds out from an invoice.
More questions? Read the owner FAQ.
Thinking about what comes next?
Write to us. The first conversation is a conversation, not a pitch, and there is nothing to prepare.