For professional advisers · Approved Adviser Partner
Keep your client relationship. Add specialist exit-planning capability.
Approved Adviser Partners can use specialist Exit Partners planning, valuation and business-sale resources with their clients, work alongside us where appropriate, or hand the client over for specialist support — while retaining their existing client relationship. The programme is designed for UK accountants, wealth advisers, solicitors, banks, business coaches, corporate finance advisers and consultants. It remains in restricted testing; public applications are not yet open.
Written by Tony Vaughan
Last reviewed: · Editorial policy
Client relationship principle
You retain the client relationship.
Exit Partners may provide planning, valuation, readiness support and transaction expertise. The originating adviser — accountant, wealth adviser, solicitor, coach, bank or consultant — remains the client's adviser. We aim to complement, not displace, existing professional relationships.
Business owner
Existing professional adviser
ExitPlanning specialist support
Introduce and hand over
Exit Partners manages the specialist planning or transaction work; you stay informed.
Work alongside us
You remain involved in planning and client meetings.
Stay involved through transaction
You remain connected while a sale is carried out.
Decide case by case
No fixed model — choose separately for every client.
Exit planning by adviser type
Accountants
You often know a client is approaching an exit years before a business sale adviser does.
Read more
Wealth advisers and IFAs
A business owner's largest asset may also be the least liquid part of their retirement plan.
Read more
Solicitors
Legal preparedness is one of the easiest things to fix early and one of the hardest to fix under transaction pressure.
Read more
Banks
An unplanned ownership change is a relationship risk; a planned one can be a relationship opportunity.
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Business coaches
Much of what makes a business transferable is coaching work.
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Corporate finance advisers
Not every client is ready for a mandate today. Preparation keeps them on the path.
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Independent consultants
Business improvement and exit preparation are often the same work, described differently.
Read more
Resources in the restricted programme
- Diagnostic tools
- Exit Readiness, Owner Dependency and Exit Timeline, usable with any client.
- Valuation preparation
- Record manually supplied valuation information with its source and request specialist support; no automated valuation calculation.
- Client Exit Plans and Annual Exit Reviews
- Co-branded planning documents and year-on-year reviews to anchor long-term client conversations.
- Specialist support
- An experienced ExitPlanning adviser helps clarify the client’s needs and agrees any appropriate specialist support after a conversation.
Approval before access
- 1.Public applications will open after the programme’s operational and professional-review gates are complete.
- 2.We review the application.
- 3.We verify the firm, including a website link acknowledging the relationship.
- 4.On approval, partner tools are unlocked.
Approved Adviser Partners are independent professional firms with access to specialist Exit Partners planning, valuation and transaction resources. They remain responsible for their own professional advice and do not act as employees, agents or legal partners of Exit Partners Limited unless expressly agreed otherwise. Commercial participation arrangements may be agreed on suitable transactions where appropriate, subject to the partner's own professional, regulatory and disclosure requirements.
Confidential consultation
The earlier you plan, the more options you keep.
A discreet, no-obligation conversation about your plans, your timing and what would make the business more transferable.