Trusted Advisor Guide

The Advisor's Guide to Winning More Seller Mandates

More than a third of UK business owners are over 55, and most have no succession plan. Over the next decade an unprecedented number of privately held businesses will change hands - and almost all of those owners will ask their accountant or advisor first.

This guide sets out how UK accountants, corporate finance advisors, lawyers and brokers turn that conversation into mandates: the proof that convinces an owner, the process that keeps them moving, and the buyer network that gets the deal done.

Topics include:

  • The ownership transition wave - Why more than a third of UK business owners being over 55 is the biggest advisory opportunity of the decade - and why they ask their accountant first.
  • The five reasons mandates are lost - No visible proof, no valuation entry point, slow buyer search, confidentiality worries and no structured process the owner can see.
  • Building proof that converts - Case studies with real deal facts, a results strip, named testimonials and a clear engagement process with fees and durations.
  • Reaching verified buyers safely - How anonymous marketing profiles, permissioned deal rooms and qualified matching open up 350+ trade buyers, PE funds and search funds.
  • Your first 90 days - A week-by-week plan to go from profile live to first mandate in front of the verified buyer network.
  • 6 sections
  • 10-minute read
  • Free PDF, no obligation

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