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Industry reports
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
Learn more
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
Get an in-depth understanding of the financial industry and how your business fits into the landscape. By knowing about all the recent movements, you'll get a better idea of the value of your business.
Your industry report contains:
Ready to take the next step? Ask us about a business valuation today.
Sean O'Neill, one of our directors, has over 10 years of experience working in the financial industry. He has worked for KPMG in the Cayman Islands for four years where he was responsible for managing a range of engagements for hedge funds and other financial institutions.
Over the last five years he had close interactions with the management of a large financial company which is based in Sydney and is now listed on the stock exchange. Sean is also a Chartered Financial Analyst, a Business Valuation Specialist, and a Chartered Accountant.
4 - 6 weeks
We learn everything we can about your business and how you're positioned in the market so can give you the best advice.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
4 weeks
We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.
6 weeks
Once your business is prepared correctly, we take it to the market and identify potential buyers.
4 weeks
Once we have a buyer, we negotiate on your behalf to ensure you get a favourable outcome.
6 - 10 weeks
The diligence process is sensitive and needs to be handled correctly. We are experts at managing all stakeholders involved.
2 weeks
We ensure that the final stages of your sale go smoothly by overseeing the signing of documents cash flows.
4 - 6 weeks
We learn everything we can about your business and how you're positioned in the market so can give you the best advice.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
4 weeks
We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.
Our directors have decades of experience between them working and investing in the financial services industry. We understand what's important and what other investors are looking for.
As a client, you will work closely with our directors and communicate with them regularly. You will have the knowledge and skill of our directors at your disposal.
We have a meticulous process for all our clients. From preparing your business for sale to finding the right buyer, our process is comprehensive.
Finding the most suitable buyer for your business is essential to maximising your sale price. We have a network of contacts and a proprietary system for locating the best buyer for your business.
We're experts in the financial services industry and we can help you sell your business.
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