Practice Succession & Exit Advisory

Plan the exit your practice deserves.

Verve Consulting helps financial advisers and wealth managers value, structure and complete the sale of their practice — led by a founder who's built, bought and sold five private client businesses himself over the past 15 years, in Perth and London.

Illustrative Transaction

Advisory practice sale — ongoing client book acquisition

Ongoing fees$450,000 p.a.

Client bank120 clients

Sale multiple2.8x revenue

Value delivered$1.26m

Structure illustrative — every engagement is modelled individually

15-yr

cash flow modelling on every deal, buyer and seller side

based, working with advisers across Australia

100%

flat, upfront engagement fee — no surprises

exclusive advisor guiding your deal start to finish

The Problem

Why most advisers get their exit deal wrong — or don't do one at all.

We get it. Having built client banks ourselves, we understand the effort, stress, commitment and hard work it takes to build one from nothing.

In today's world of higher regulation, AI competition, low-cost DIY investing and an increasingly anti-fee, anti-adviser tone in the media, building a practice from scratch is harder than it's ever been.

Add to that the sheer fatigue of years spent building and defending a practice, and many advisers simply have no energy left to run a proper exit — even when the book is genuinely valuable.

And for a lot of advisers, it isn't fatigue or regulation at all — it's ignorance. They've never seen what a well-structured deal actually looks like, so they don't know a staged, buyer-friendly sale is even on the table. They assume the only options are a big consolidator or simply retiring and walking away.

That's exactly why advisers need to realise the value sitting in their book. A new adviser starting from zero is unlikely to build something fast enough to beat a well-structured buy-in — which makes your existing client bank one of the most valuable assets you'll ever hold.

How I Can Help

You don't need to know the answers. You just need to know they exist.

Most of what stands between an adviser and a good exit isn't a lack of value in their book — it's not knowing what's possible. I've built, bought and sold five private client businesses over the past 15 years, so I can show you, in real terms, what a well-structured deal looks like: the multiple, the payment structure, the buyer's financing, and how to negotiate from a position of understanding both sides of the table.

That's the gap I close. Not by telling you to sell — by showing you the deal that was always there, and building it properly so it actually completes.

Why Verve

A win-win at the heart of every deal.

My philosophy in business has been tested and proven: a win-win must sit at the heart of every transaction. It's easy to lose sight of that in the day-to-day stress of running a practice — let alone trying to exit one. My approach to every deal is the same: it has to work for both sides. That's why it works.

Valuation you can defend

A clear, revenue-based valuation with the modelling to back it — so buyers and their lenders take it seriously.

Buyers who can actually settle

Introductions to buyers with the financing and licensee approval to complete, not just express interest.

Terms that protect you

Retention structures, restraint clauses and payment terms drafted to reflect the deal you actually want.

One point of contact

From first valuation conversation through to settlement — no handoffs, no relearning your practice.

Thinking about your exit timeline? Let's talk numbers before you talk to buyers.

What We Do

Advisory, structured around your exit.

Every engagement runs on a flat, fixed fee — agreed and paid upfront, so our interests are aligned with getting your exit right, not stretching it out.

Valuation & exit readiness

We assess your client bank, revenue quality and growth history, and produce a defensible valuation and recommended sale structure — including multiple, payment split and retention terms.

Buyer introduction

We identify and introduce prospective buyers from our network — matched on fit, licensee compatibility, and their ability to finance and settle.

Financial modelling & deal structuring

Full cash flow modelling for both sides of the transaction, including financing terms, licensee fee splits and retention-payment mechanics.

Negotiation support

We work alongside you through commercial negotiations — price, payment terms, transition period and restraint of trade.

Transaction coordination

Coordination with your licensee, lawyers and accountants from signing through to completion, keeping the process moving.

Fee Structure

Low upfront, aligned with the deal.

A $2,000 initial engagement fee covers the client bank analysis and valuation. Beyond that, our fee is 2% of the total transaction value — paid in instalments as you actually receive each payment from the buyer. If your sale is staged over several years, so is our fee.

Not Selling Yet?

Growth planning — build more value before you exit.

Not every adviser is ready to sell today, and that's fine. If you're a few years out, the smartest move is growing the value of your book before you get there — so when the time comes, there's more on the table.

Structured marketing

A clear, practical marketing plan to bring in more of the right clients — not just more noise.

Sales training

Hands-on sales training for you or your advisers, focused on converting more of the opportunities already in front of you.

A clear ramp-up to sale

We build the roadmap from where your practice is now to where it needs to be for a strong exit — with milestones, not guesswork.

Ongoing value-building support

Regular check-ins to keep the plan on track, so growth compounds steadily in the years before you sell.

About Verve Consulting

Built from inside the industry, not outside it.

Verve Consulting is the practice succession and exit advisory arm of Verve Financial Holdings, a Perth-based financial services group also home to Verve Lending, our mortgage broking business.

Founder Andrew Perry has built, bought and sold five private client advisory businesses over the past 15 years, across Perth and London. That experience is the foundation of Verve Consulting: structuring and selling a client bank is genuinely complicated, and most advisers leave significant value on the table because they don't fully understand what a buyer is actually looking for — or how to position the sale to protect what they've built.

"A practice sale is a process, not a transaction. Getting it right means understanding both sides of the table — the buyer and the seller."

We work with a small number of engagements at a time, so every deal gets direct attention from first conversation to settlement.

FounderAndrew Perry
Track record5 businesses built, bought & sold
MarketsPerth & London
Part ofVerve Financial Holdings
Engagement modelExclusive, fixed-fee

Founder Case Study

The London sale — where this experience comes from.

Before founding Verve Consulting, Andrew built and personally sold a boutique wealth and investment management practice in London. It's the direct experience behind the way we now advise other advisers.

The Practice

Boutique wealth management, London

A private client wealth and investment management business generating in the order of £500,000–£1,000,000 in annual revenue, built from the ground up over a number of years.

The Exit

Sold at 3.5x revenue, paid in three stages

Sold directly to an independent adviser at a 3.5x revenue multiple, structured as a 60/15/25 payment split over three years — rather than a single lump sum. That staging gave the buyer a manageable funding path and gave the seller a strong price without relying on 100% of it being paid on day one.

The Lesson

Most of the value is in the structure

Getting a fair price was only part of it. The real work was in structuring payment terms, protecting client relationships through the handover, and negotiating from a position of genuinely understanding what the buyer needed to make the numbers work for them.

Why It Matters Now

Built into every Verve Consulting engagement

The same thinking behind that staged 3.5x structure — balancing a strong price against a payment plan the buyer can actually service — is exactly what we now model for every client's exit. It's not theory; it's been tested with our own money on the table.

Ready to talk through what your exit could look like?

Get In Touch

Let's talk about your exit.

A first conversation is confidential and without obligation. Tell us a little about your practice and timeline, and we'll come back to you within two business days.

Verve Consulting

[email address]

Phone

[phone number]

Location

Perth, Western Australia

Part of

Verve Financial Holdings — also home to Verve Lending