Plan your exit

When it’s time to exit the industry, we’ll help you optimise the appeal of your business and introduce you to acquiring firms looking for an organisation just like yours.

A guided process

Find the right deal

Take steps to make your business as attractive as possible to would-be buyers, then use our extensive knowledge of the industry to find the firm that fits.

Be prepared

We’ll help you get your business ready for sale. With over 20 years experience working across adviser firms, we understand which factors are most likely to appeal to buyers.

Consolidate systems

Streamline operations and simplify your business so interested parties can quickly see if you’re the right fit. We’ll help you improve your processes with minimal disruption to day-to-day operations.

Eliminate risk

Trust us to match you with suitable acquirers, both regionally and nationally. We work with firms across the UK and can introduce you – smoothing the process for both sides.

Our other core services

Regulatory expertise

  • Compliance Services
  • Advice quality & regulatory consultancy
  • Regulatory business consultancy

Financial technology

  • Integrated planning & back-office systems
  • Product research & resourcing
  • Learning & regulatory technology

Business support

  • Professional development
  • Proposition development
  • Growth & exit services

"After over 30 years building my business and client base, many of whom have become friends, I needed someone I could trust to help me to find the right firm to pass my business onto. With the Horizon team, I felt complete confidence and trust. The process was smooth, and I felt that we were all working towards the same goal – which was right for me and my clients. Thank you for all your support!"

Karen Bartholomew
Bartholomew Financial Planning Ltd

Get in touch

Request a call back

Give us a few details and we’ll give you a call.

Call us

Lines are open between 9am-5pm, Monday to Friday.

0141 616 4161

Become a client

Contact our sales team to learn more.

0141 616 4161

(choose option 4)