Solution introduction

The most focussed, client-centric adviser buy out solution in the market

In response to what we have seen in the sector and to what our Members have told us, we have created a new service to help Group firms to buy-out one another in a professional and co-ordinated way, ensuring the right outcome for both firms and their clients

Once you’ve emersed yourself in our world you will soon realise the value we can provide to your business. We offer solutions and support wherever you are in your business cycle. And when the time comes to realise the value you’ve built up – we offer Horizon – the most client centric big out program available. We help you to find the perfect partner to merge your business with or to sell. And we will support you to get the very best deal for you and your clients.

Horizon is designed to provide a service for firms looking to realise some of the value within their business, through either full or partial exit and for those looking to grow their business through acquisition. It is a solution designed for you, for your clients and for our profession.

Horizon Realise
Horizon Realise is a service designed solely for business owners seeking to maximise the value of their business, whether that be in the next six months, or over the next three years.

Whether you are looking to realise value now, or in the future, we will help you through every step of this important journey and then work to find you the right buyer.

Horizon Acquire
Horizon Acquire is designed to help businesses grow through acquisition, providing support from identifying the right target, through to completing the transaction and post-acquisition integration.

At the heart of Acquire are Wealth Holdings – a market leader with proven expertise in the acquisition market. Wealth Holdings can deliver a unique experience in this space – they have been involved in over 120 buy and sell transactions and understand how to create value and drive profits in an advisory business, particularly post a transaction, to benefit both buyer and seller.

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