We are a national financial planning and wealth management group that has made over 40 acquisitions since we were founded in 2008. We are actively seeking to acquire more well-run and profitable financial advisory businesses.
We are interested in acquiring financial advisory businesses where the vendor plans to retire at completion or, equally, wishes to join us and further grow and develop their business with us here at Perspective.
We are flexible on deal structures and provide specifically tailored structures that meet the vendor’s needs and requirements.
Please visit Your Firm’s Future section of our website, call us on 0161 244 9759 or email us firstname.lastname@example.org for an exploratory chat about the opportunity of you selling to and/or joining Perspective for our mutual benefit.