Confidential options for partner practices 07523 961024 jonathan@practisebridge.com
Practice BridgeFor partner practices

For partners in a national advice network

Sell your practice, or bring it across and keep advising.

See what your book could be worth with , set against selling within your network today. Whether you want to exit or keep advising on better terms, you'll see the figures for both.

  • 50% upfronton completion, based on the full headline price
  • Keep advisingand earn ongoing income on the book you bring
  • Sell again latera new book you build can be bought on the same basis

Jonathan Kirkwood, [Job title]
will talk your figures through with you in confidence.

Your details

Step 1 of 2

So we know who to send your figures to. Everything is confidential.

A personal address is fine if you'd rather.

Approximate figures are fine.

What are you exploring?

Your book

Your share of the ongoing fee, as a % of FUM a year.

What matters to you

Pick up to three

Timing and risk

Has the practice ever advised on DB pension transfers?
Your ongoing fee income–
Indicative headline price–

Selling within your network, lower (x)
Selling within your network, upper (x)
headline

How it's paid, by how much of your book moves

Clients movingOn completionMonth 12Month 24Total

If you keep advising

Ongoing income a year
Over five years
Capital plus five years' income

What this means

    Indicative figures from the numbers you entered. This is not a valuation, an offer or financial advice. Any offer is subject to due diligence, regulatory approval and contract terms. Ongoing income is not guaranteed. Your current network agreement may include notice periods, restrictions or buy-back terms: take independent legal advice before acting.

    Thank you, we have your figures.

    We'll be in touch within one working day to arrange a confidential call at a time that suits you.

    We never contact your network, your clients or your staff.

    Your options

    Two ways forward. Both start with the same figures.

    Sell your practice

    A headline price based on your funds under management rather than a multiple of what you're paid on them.

    • Half on completion, based on the full headline price
    • Two further payments at 12 and 24 months, scaled to the funds that move
    • A handover period to introduce your clients

    Move your book and keep advising

    Sell the practice, stay as the adviser to your clients, and keep earning on the book you bring across.

    • The same capital payments as selling outright
    • Ongoing income as the continuing adviser on your transferred clients
    • A second capital event on a new book you build over five years or more

    How payment works

    50% up front. The rest follows your clients.

    The first payment is fixed on completion. The two that follow depend on how much of your book actually moves, so everyone is aligned on a smooth transition.

    WhenHow muchBased on
    On completion50%The full headline price, whatever the transfer rate
    Month 1225%Scaled to the funds that have moved
    Month 2425%Scaled to the funds that have moved
    Second capital eventSame basisNew funds you build over at least five years as the continuing adviser

    Second capital events apply to genuinely new clients only, not top-ups, family members or additions from existing clients, and need five continuous years as the continuing adviser from the original completion.

    Why partners talk to us

    More for your practice, and for you

    Most partners we speak to aren't unhappy with where they are. They want to know what else is available before they decide.

    Your buy-outA headline price set on your funds under management, with half paid on completion.
    Your earningsContinue as the adviser and earn a share of the ongoing fee on the book you bring.
    Your clientsA consolidated service and investment proposition on the platform.
    Technology and supportA shared operating platform and central support, so more of your time goes on clients.
    Your futureBuild a new book and sell it again on the same basis.

    Questions

    Before you start

    Anything else, call Jonathan on 07523 961024.

    Is this an offer?

    No. The figures are indicative, based on what you enter. A formal offer follows a conversation and due diligence, and is subject to regulatory approval and contract terms.

    What if some clients don't move?

    The first payment, half the headline price, doesn't change. The payments at 12 and 24 months scale with the funds that actually transfer. The calculator shows you each outcome from 65% to 95%.

    Can I keep advising my clients?

    Yes. If you move your book rather than exit, you stay as the adviser to the clients who transfer and earn ongoing income on that book.

    What is a second capital event?

    If you continue advising for at least five years and build a new book of genuinely new clients, that book can be bought again on the same 50/25/25 basis.

    Will my network find out?

    Not from us. We never contact your network, clients or staff. Your agreement with your network may set out notice periods, restrictions or buy-back terms, so take independent legal advice before acting on anything.

    What does it cost?

    Nothing. Our fee is paid by the acquirer, not by you, and it is never deducted from the price you're offered.

    Prefer to talk first?

    Speak to Jonathan in confidence

    Phone07523 961024
    Emailjonathan@practisebridge.com
    Office hoursMon to Fri, 8.30 to 5.30