Flexible Options for Advisers
Crafting your ideal exit strategy
As a company that believes in transitions, not just transactions, AWI offers tailored solutions that account for individual characteristics of every business.
Company purchase
For many advisers, a full company purchase represents the ideal exit strategy. AWI's acquisition model typically involves purchasing 100% of the shares in your business. This option provides a clean and comprehensive transition. We handle the complexities of the transaction, ensuring a smooth handover while preserving the integrity of your client relationships.
Asset purchase
Recognising that smaller advisory practices may have different requirements, we also offer asset purchase options. This approach allows for a more tailored integration, where specific assets and client relationships are transitioned to AWI subsidiaries. This option is particularly suitable for advisers seeking a phased exit or a more integrated transition into a larger network.
Regardless of your preferred option, our focus remains on operational continuity and client satisfaction. We provide comprehensive integration support, using our advanced technological infrastructure to streamline operational processes and improve efficiency.
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FLEXIBLE OPTIONS FOR ADVISERS
Flexible timelines and continued involvement
Timelines for exit can vary. Many of our selling advisers are keen to stay involved for 4-5 years, and we’re more than happy to accommodate these plans. We also offer options for continued involvement, whether as employees or consultants, allowing you to maintain a connection to your clients and contribute to the ongoing success of the business.
Frequently asked questions
Unlike acquisition companies such as private equity firms, AWI prioritises operational continuity and long-term relationships. We focus on preserving your legacy, not just maximising short-term profits. We offer bespoke terms, maintain existing client relationships, and ensure a smooth transition, allowing you to hand the reins of your business to a partner who shares your values.
No. AWI focuses on maintaining your current model and charge structures. We understand the importance of your client relationships and aim to improve, not disrupt, the services your business provides. Our focus is on streamlining operations and providing resources to support your existing clients.
Yes, AWI offers flexible options for continued involvement. You built a business that we wanted to purchase, meaning expertise and relationships are of huge value. Whether you wish to stay on as an employee or a consultant, we welcome your continued participation.
We engage in a comprehensive integration process, using advanced technology and centralised back-office support. Prioritising clear and open communication, we encourage your continued involvement to realise a seamless handover.
We offer flexible options, including full company purchases and asset purchases. We tailor our approach to your specific requirements and long term objectives.
AWI provides ongoing support and resources to maintain your continued success. We offer access to our technology framework, back-office infrastructure and experienced team. We focus on building long-term partnerships and providing the resources you need to thrive.
There is no set time frame. Transition timelines, however, typically take between a few months and a year, depending on due diligence and business complexity. We keep you in the loop and well-informed throughout.
AWI conducts thorough due diligence with the utmost discretion and respect for your confidentiality. We aim to gain a comprehensive understanding of your business and deliver a suitably tailored acquisition solution.