What The Private Office's sale tells us about the state of adviser dealmaking

TPO is 'back out on the market eyeing up a deal'

clock • 4 min read

When is the right time to sell your advice firm? Just in Cash gives his take in his latest article for Professional Adviser...

When is the right time to sell your advice firm? That's quite the question. There are armies of consultants and brokers paid lots of money to provide an answer. I'm not sure if The Private Office has used any of them. But it might have played a blinder in not pulling the trigger too early.  According to reports last month, the Leeds-headquartered adviser specialising in high-net-worth clients roped in bankers at HSBC to sound out options for a potential sale a few years ago, but had a last-minute change of heart. Now, it's back out on the market eyeing up a deal.  What changed in the ...

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