SimplyBiz partners with specialist to support acquisition service

The service, launched two weeks ago, builds upon previous exploratory work the group has undertaken with a number of advice firms over the last 12 months, and aims to provide "the most focused, client-centric adviser buy-out solution in the market".

Its newly-revealed partnership with specialist consultancy firm Wealth Holdings will offer one-to-one consultations for firms who are considering buying another advice business.

The SimplyBiz Group compliance director Gary Kershaw, who is heading up Horizon with former Sanlam Wealth CEO Alex Morley, said: "The team at Wealth Holdings has a huge amount of knowledge and experience when it comes to buying and selling advisory businesses. With Wealth Holdings and Alex we now have a team that have bought, worn and sold the T-shirts. We know how important this service is to many advisory firms so we have recruited the best team in the industry to support our members.

"We are only two weeks into our launch and to have received interest from over 100 firms is unbelievable. The next step for us is to operate a consultancy programme for both sellers and buyers so they can go into this process armed with important knowledge and understanding. This will launch on 1 September and is available to every member firm of The SimplyBiz Group."

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