Resources

Succession planning is not your day job, so we have produced information and tools to help with education and planning, for your growth or exit journey. Do not treat these resources as advice. They are merely intended to make you more informed when you do seek formal advice.

Something for everyone

We’ve created resources to help you understand the challenges and opportunities of succession planning, M&A transactions and of course, debt financing. We hope this content helps you plan your journey forward. If you need access to advice, we can put you in touch with a selection of firms.

The flow of capital in the UK financial advice market

A discussion paper exploring issues relating to capital in the financial advice market

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Guide for sellers

Our guide to succession planning

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An Introduction to Briefing Notes

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What are we selling?

A brief note on the different types of deal structure

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Valuation

A briefing note on the valuation process

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Initial consideration

A briefing note regarding initial consideration

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Deferred consideration

A briefing note on the issues relating to deferred consideration

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Due diligence

A briefing note on what can be a stressful process

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Legal documentation

A briefing note covering the legal documentation for a deal

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Warranties, indemnities & disclosure

A briefing note on the technicalities of risk management in deals

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Life after ownership

A briefing note on the softer side of succession planning

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Selling your firm

A simple checklist to give you an idea of what's involved

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The flow of capital in the UK financial advice market

A discussion paper exploring issues relating to capital in the financial advice market

Download Now

Guide for sellers

Our guide to succession planning

Download Now

Guide for buyers

Our guide to growing your business through acquisition

Download Now

An Introduction to Briefing Notes

Download Now

Valuation

A briefing note on the valuation process

Download Now

Initial Consideration

A briefing note regarding initial consideration

Download Now

Deferred Consideration

A briefing note on the issues relating to deferred consideration

Download Now

Legal Documentation

A briefing note covering the legal documentation for a deal

Download Now

Thanks for your interest…

These resources have been created for the exclusive use of the Transact adviser community and specifically for those firms actively planning for growth or succession. We hope you find what you are looking for and respectfully ask that you do not share any of this content with anybody else.





Disclaimer

The resources in these pages have been produced for guidance purposes only. They are educational in nature and should not be construed as strategic or financial advice. We strongly recommend that you take advice from someone authorised to give it to you. Neither Vertus or any of the third-party contributors responsible for the creation of these resources, can be held responsible for actions taken as a direct consequence of the information in these pages.

I confirm that I am accessing this information as a financial adviser who is a user of the Transact platform (www.transact-online.co.uk). I will use this information for business purposes only and I understand that it is not advice.

Vertus Capital Limited (together with Vertus Capital SPV1 Limited “Vertus Capital”, “We”, “we”, “our” or “us”) is a private limited company registered in England and Wales with company number 10433861 whose registered office is at Building 1, Chalfont Park, Gerrards Cross SL9 0BG.

Vertus Capital SPV1 Limited is a private limited company registered in England and Wales with company number 10294991 whose registered office is at Building 1, Chalfont Park, Gerrards Cross SL9 0BG.

Vertus Capital is not regulated nor authorised in the UK by the Financial Conduct Authority (“FCA”) for the purposes of the Financial Services and Markets Act 2000 (“FSMA”) (as amended) and the FSMA (Regulated Activities) Order 2001 (“RAO”).

In the event that Vertus Capital agrees to make a loan to you as a UK professional financial adviser (“you”), any such loan must be for business purposes and will therefore be exempt from regulation as a credit agreement for the purposes of the FSMA and the RAO. By using this website, you accept and agree to our Terms of Use (hyperlink). The mains terms are as follows. All information contained in the website have been prepared by Vertus Capital and are the opinion of Vertus Capital. They are provided for general information only and are subject to change without notice. All information contained in this website are not intended to be relied upon in any respect as part of any transaction nor to be advice in any respect or to represent an offer or any commitment from Vertus Capital or any if its affiliates. Any and all views are only expressed insofar as Vertus Capital were to support a deal with a business loan. Vertus Capital is not authorised to advise on succession planning needs and you should always take qualified professional advice before proceeding with any transaction. We give no representations warranties or guarantees that the content is accurate complete or up to date. We may in our sole discretion terminate your access to or use of this website where we believe that you have not acted in accordance with the Terms of Use. The entire content of this website is subject to copyright with all rights reserved and the information held is for your personal use only. You may make a temporary copy of extracts from the website for your personal information and use only. You must not alter anything, share it with anybody else, or use it for business, commercial, or any other purposes, unless you first get our written permission. By using this website you accept and agree as well to the collection storage and use of your personal information which is collected by us via the website in accordance with the terms of our Privacy Policy.

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