CONSULTANCY SERVICES

We can help with everything from mergers and acquisitions to succession and exit planning, and can develop reviews and action plans tailored to your current challenges

The support you need, when you need it most

Compliance outsourcing

While it never transfers your regulatory responsibility, we've supported a number of firms in restructuring their compliance functions by building a tailored outsourced solution. We strive to get you a more relevant and skilled resource, at a reduced cost.

Tailored project support

We can't change what's happened in the past — but, working together, we can agree an action plan to help you overcome any obstacles that threaten your business moving forward.

Strategic planning

Your growth and success is in our best interests — so we'll work with you proactively and practically, to help you develop a business strategy that's future-proofed and focused on achieving profitability.

Thematic reviews

One area of your business causing particular concern? We can deep-dive into whatever you want looking at, and develop a RAG-rated report to help you understand where things are going wrong — as well as an action plan so you can put it right.

Mergers and acquisitions

We've years of experience in conducting compliance due diligence audits to support the purchase and union of advice businesses. These provide vital insights that can help highlight any potential risk involved with the transaction.

Exit strategies and succession planning

Whether you're retiring or selling your business, you mustn't underestimate the importance of a solid plan for after the fact. We can help you get your ducks in a row, so you're not left looking over your shoulder.

Exit Pathway

Succession planning tailored to wealth advice firms. Our specialist compliance insight will help you to enter negotiations from an informed position, ensuring that the safe sale of your firm remains in trusted hands, and providing peace of mind for both you and your clients.

Learn more

Let's have a chat about the support you need, and take it from there.

Learn more about the Bankhall experience

Disclaimer: Firms always remain responsible for their own regulatory compliance, as outlined within Bankhall's client terms. We recommend you take independent legal and financial advice in all mergers and acquisitions matters.