Sell your client base confidentially.
Understand what your financial advice client base could be worth and connect with serious buyers — without publicly listing your business.
- 50+ active buyers
- Confidential process
- No seller fee
- No obligation
You stay in control
Nothing goes to market without you saying so.
Many advisers want to understand their options well before they are ready to sell. Making an enquiry does not market your client base, and it does not disclose who you are.
- Your client base is never publicly listed or advertised.
- No identifying information is released without your approval.
- Buyers are not approached until you tell us to approach them.
- An appraisal commits you to nothing.
Valuation
What could your client base be worth?
Financial advice client bases are usually assessed as a multiple of recurring annual revenue. The multiple depends on the type and quality of the book, buyer demand, and how the transaction is structured.
Partial sales
You do not need to sell your entire business.
Selling is not all or nothing. Advisers regularly sell one part of a client base and carry on with the rest — often keeping the clients they most enjoy working with.
You may be looking to sell
- A portion of your client base
- One revenue stream
- Clients in a particular region
- Older or non-core clients
- Mortgage clients
- Insurance clients
- KiwiSaver clients
How it works
A process run by a person, not a platform.
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01
Tell us about your client base
A short confidential form with some basic information. Nothing that identifies a client.
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02
We review the book
We look at the revenue mix, size and characteristics of the client base and discuss what it may be worth.
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03
You decide whether to proceed
There is no obligation to sell. You can simply use the appraisal to understand your position.
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04
We identify suitable buyers
If you decide to explore a sale, we identify relevant buyers from our network. Nothing is shared without your approval.
How we work
We review your book, discuss what you want to achieve, and manage every introduction confidentially.
No listing · No seller fee · No obligation
Buyer network
Established advice businesses, adviser groups, consolidators and individual advisers building scale — all actively looking for client bases.
The highest-value buyer is not necessarily the first buyer or the closest one. If you decide to explore a sale, we identify the buyers most likely to suit your book and the transaction you want.
Buyers differ on
- Book type
- Location
- Client demographics
- Revenue size
- Provider mix
- Acquisition size
- Transition structure
What drives value
Why do some client bases achieve higher multiples?
Two books with the same recurring revenue can be worth materially different amounts. These are the factors buyers weigh most heavily.
Retention and persistency
Strong client retention generally makes recurring revenue more valuable.
Client demographics
Age profile and expected relationship duration can materially affect demand.
Revenue quality
Stable, repeatable recurring revenue is usually more attractive than irregular revenue.
Client concentration
A diversified client base is generally less risky than a book dependent on a small number of relationships.
Confidentiality
What happens after I submit my details?
No part of this process happens without you knowing about it first.
- Your enquiry is reviewed privately.
- We contact you to discuss the client base.
- We may ask for additional information to refine the appraisal.
- We discuss an indicative value and potential sale options.
- If you want to proceed, we agree on the next step.
- Suitable buyers may then be approached.
- Your identity and confidential information are not released without your approval.
Submitting an appraisal request does not put your business on the market.
Common questions
Questions advisers ask us.
Can I sell only part of my book?
Yes. Partial sales are common and you do not need to sell your entire business.
Advisers sell a portion of their client base for all sorts of reasons — reducing client numbers, releasing capital, stepping back from one part of the business, or focusing on the clients they most want to keep. The clients you retain stay yours.
Will buyers know who I am?
Not unless you approve the release of identifying information.
When we discuss a client base with a prospective buyer, we talk in general terms — book type, approximate size, region and characteristics. Your name, your business name and your client information stay with us until you tell us otherwise.
Is there a fee to sell my client base?
No. There is no brokerage, listing or success fee charged to the seller for using The Client Base. You may still incur your own legal, accounting or other professional costs associated with completing a transaction.
If sellers are not charged, how do you get paid?
We are paid by the buyer side of a transaction, not by you. That is why there is no brokerage, listing or success fee charged to the seller.
It does not change the price a buyer is willing to pay for your client base, and it does not oblige you to accept any particular buyer. If you decide not to proceed, nothing is payable by anyone.
Do I have to be ready to sell?
No. Many advisers request an appraisal long before deciding whether to proceed, sometimes years before.
Understanding what your client base may be worth is useful information for succession planning, retirement planning and business decisions generally, whether or not you ever sell.
Confidential appraisal
Find out what your client base could be worth.
A short, confidential form. We review it privately and come back to you to discuss your client base and what it may be worth.
- 50+ active buyers
- Confidential process
- No seller fee
- No obligation