Your Journey with AWI
A partnership built on trust and continuity
Embarking on the sale of your financial advisory or wealth management business is a major event that deserves a partner who understands the complexities and sensitivities involved. At AWI, we’ve designed a journey that prioritises your needs, ensuring a smooth transition and a prosperous future for your legacy.
Initial consultation and discovery
Your journey begins with an open but confidential conversation. We take the time to understand your business, your goals and your concerns. This initial consultation allows us to assess the specific characteristics of your business and determine how we can best support your vision. We pursue transparency from the outset, and will give you clear and honest opinions as well as insights into our approach.
Due diligence and tailored solutions
Following the initial consultation, we conduct thorough due diligence to gain a comprehensive understanding of your business's operations, client base and financial health. This process is conducted with the utmost discretion and respect for your confidentiality. We then work closely with you to develop a tailored acquisition solution that aligns with your objectives. Whether you're seeking a full acquisition or an asset purchase, we offer flexible options to suit your preferences.
Future growth and collaboration
As part of the AWI community, you'll benefit from our collective expertise and resources. As an organisation that’s constantly seeking innovative ways to improve our services and support our partners, we’ve created an environment where our acquisitions and the people they serve can thrive.
Integration and operational continuity
Once the agreement is finalised, we begin the integration process, focusing on maintaining operational continuity and minimising disruption. Our experienced team will work diligently to deliver a smooth transition for your clients and staff. Understand the importance of preserving your client relationships, we'll work closely with you to ensure a seamless handover.
Ongoing partnership and support
Beyond the initial integration, we like to pursue long-term partnerships, providing the ongoing support and resources needed for your continued success. We offer flexible arrangements for sellers who wish to remain involved in the business, whether as employees or consultants. Working with your for an agreed upon time frame – typically 1 to 2 years – we make sure all client relationships are maintained, and that the transition is as smooth as possible.
Begin your journey with AWI and secure a rewarding and safe home for your business
YOUR JOURNEY MAP
Your Financial Vision, Our Expertise
WHY CHOOSE US
Why You Should Choose Us
