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Buy side

  • Dossier 825

Wealth manager book of clients

Geographical location

Buyer profile

Our client is a wealth manager who is seaching to increase rapidly his footprint everywhere in Québec.  Our client is looking for some wealth managers looking to retire within few years and purchase their book of clients, in a way where the seller would get the most out of the business built over the course of the years while transferrring clients to the buyer.

Business areas

Financial services, insurance and wealth management

Desired business profile

Wealth managers with well established clients

Transition period

1 to 2 years

EBITDA

N/A

Other characteristics

Possibility of cashing out more money than your book value because the buyer has a good and agressive program for those who want to sell their book of clients.

Financial qualification

Our client has all the necessary ressources to serve your clients

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  • Purchase of a commercial property
  • Equipment purchase
  • Working capital (liquidity)
  • Business acquisition and transfer
  • Technology development
  • Market expansion

Whatever the project, there are different financing tools that can be used.

  • Doing the process alone, especially if you have limited experience
  • Preparing a business plan or project summary without clearly explaining the company’s strategy
  • Underestimating the importance of marketing strategy—especially digital strategy
  • Creating unrealistic financial forecasts
  • Requesting financing in an unrealistic way, without considering the company’s repayment capacity
  • The biggest mistake: knocking on every door before the file is solid and credible

These are some of the most common mistakes entrepreneurs make when they aren’t properly supported.

  • We guide clients and build their skills so they can prepare a strong file and present it to lenders and/or potential investors—without doing all the work for them.
  • Our philosophy is that the client must fully understand their file and be able to pitch it directly to lenders and/or investors.
  • Our network helps secure the right financing based on the client’s criteria and the expectations of lenders and investors.
  • We use simple, easy-to-use tools—for example, for financial forecasting.
  • Our compensation is performance-based: no financing obtained, no fee.