The smarter way to sell your financial advice business.

Project Exit brings together a range of vetter buyers on one secure platform, so you can compare offers and stay in control of your exit. It starts with a free, no obligation business valuation.

Take control of your exit with Project Exit.

Most sellers only talk to two or three buyers before making a decision, so they never know what other options are out there. We bring together offers from a wide range of vetted buyers in one structured online process, making it easy to compare offers and choose the right buyer for you.

There's no cost to you for selling through the platform.

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How it works...

Step 1:

Valuation estimate

Create your account and get a free, no obligation business valuation.

Step 2:

Buyer introductions

Complete your profile, review your curated matches and get introduced.

Step 3:

Sell!

Agree terms, complete due diligence and sell your business.

Giving the power back to you.

We believe the best exits come when you're in control.

Project Exit creates transparency and structure, so you're never negotiating in the dark. Understand your value and see your options clearly so you can choose the path that's right for you, your team and your clients.

Protected by enterprise grade security at every stage.

Our promises to you...

1.

Confidentiality guaranteed

We use project names to protect your identity. You decide when your profile goes live, and buyers only see an anonymous overview until you choose to connect.

2.

Our no timewaster promise

How many times have you received a call saying "we have a buyer in your area", only to discover it was a fishing expedition? We validate every buyer, understand their source of funds, integration strategy and track record, so you only engage with serious, credible acquirers.

3.

You stay in control

There's no commitment to sell. No chasing from potential buyers. No pressure to move faster than you want to. Compare all interest in one place and you decide what happens next.

Our commitment to you

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Built by the team behind hundreds of successful financial planning firm exits.

Taking everything we've learned from working with buyers and sellers, we created Project Exit; the UK's first independent, online marketplace for financial planning business sales.

Better visibility, more information, more choice wher it matters most.

You can find out more about Melo here.

Get in touch

Got a question about Project Exit? Complete the form below and we'll be in touch. If you're already registered on Project Exit, please use the contact form within your account for anything specific.