Ideally before your sale completes. Early preparation gives you time to think beyond the transaction — and we’ll connect you with wealth managers who can structure your proceeds efficiently and shape a plan for your next chapter.

After the sale, your priorities change from building value to protecting it. The right adviser will help you organise liquidity, reinvest thoughtfully, and create a balanced strategy that supports long-term freedom and security.

We’ll introduce you to specialists who work seamlessly with your accountant and legal team to make the most of reliefs and allowances, ensuring more of your hard-earned wealth stays with you and your family.

Absolutely. We’ll connect you with wealth managers experienced in post-sale planning — helping you structure and invest your proceeds with clarity, confidence, and purpose.

Selling your business isn’t just an ending, it’s the start of managing the wealth your work has created. We help you find the right wealth manager to protect your proceeds, structure them efficiently, and turn your success into lasting financial freedom.

Compare Wealth Managers Who Specialise in Business Sales

I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott.

Mr C Barry

Invaluable help with choosing a wealth manager

I was highly impressed by the level of care and attention I received from Compare Wealth Managers and Neil. If you’re unfamiliar with the financial or investment world, it can be daunting and overwhelming to know where to start. Neil took the time to understand my circumstances and future goals before suggesting suitable advisers. He explained everything clearly, without jargon, and made sure I felt confident about every step. What stood out most was how personal the experience  there was never any pressure, just thoughtful guidance and genuine expertise. Thanks to Compare Wealth Managers, I now have a trusted financial partner and a clear plan for the years ahead.

Mr K

Outstanding …

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM.

Compare Wealth Managers Who Specialise in Business Sales

FIND OUT MORE

LEGAL

CONTACT US