Most sales complete within 6–12 months, but timelines vary with factors like practice size, % of recurring fees, client concentration, buyer funding, and how prepared you are for due diligence. We help you prepare early, protect confidentiality with NDAs, and keep the process moving so you achieve the right outcome as efficiently as possible.

Valuations typically consider recurring fees, profitability (EBITDA/super-profit), client retention and concentration, service mix (compliance vs advisory), team strength, systems/tech stack, and risk factors. We also look at market comparables in your area and surrounding regions. We’ll provide a clear, evidence-based range and show how small improvements (pricing, WIP/debtors clean-up, process efficiency) can lift value before going to market.

UK deals often mix an upfront payment with deferred instalments and, sometimes, an earn-out. A typical structure is a meaningful payment on completion, with the balance over 12–36 months, often linked to client retention. Contracts may include clawback protections (if clients leave shortly after completion) and clear terms for handover support. We tailor the structure to meet your goals while protecting both sides, and we’ll explain the options so you know exactly what to expect in your area.