Sell your client base confidentially.
Discover what your client base could be worth and connect with serious buyers — privately and discreetly.
- 50+ active buyers
- Confidential process
- No seller fee
- No obligation
You stay in control
Nothing goes to market without you saying so.
Understand your options before deciding whether to sell.
- Your client base is never publicly listed or advertised.
- Your name and business are not disclosed without your approval.
- No buyer is approached until you ask us to.
- An appraisal commits you to nothing.
Valuation
What determines the value of your client base?
There is no single multiple that applies to every client base. Value can vary significantly depending on the quality, structure and transferability of the recurring revenue.
Recurring revenue and revenue mix
Client retention and persistency
Client demographics
Concentration risk
Quality of CRM and client records
Adviser dependence and transferability
Find out what buyers may pay for your client base
Partial sales
You do not need to sell your entire business.
You can sell part of your client base while continuing to advise the clients you want to retain.
You may be looking to sell
- A portion of your client base
- One revenue stream
- Clients in a particular region
- Older or non-core clients
- Mortgage clients
- Insurance clients
- KiwiSaver clients
By book type
Selling a particular kind of book.
Every book type has its own buyers, its own valuation drivers and its own practical obstacles. These pages cover what a sale looks like for each.
Not sure which applies, or hold more than one? Start with an appraisal.
How it works
A personal process, not a marketplace.
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01
Tell us about your client base
A short confidential form with some basic information. Nothing that identifies a client.
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02
Receive an indicative appraisal
We look at the revenue mix, size and characteristics of the client base and discuss what it may be worth.
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03
Decide whether you want to explore a sale
You can simply use the appraisal to understand your position.
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04
Connect with suitable buyers
If you decide to explore a sale, we identify relevant buyers from our network and make introductions on your terms.
How we work
We review your book, discuss what you want to achieve, and manage every introduction confidentially.
No listing · No seller fee · No obligation
Buyer network
Established advice businesses, adviser groups, consolidators and individual advisers building scale — all actively looking for client bases.
The right buyer is not always the most obvious one. If you decide to explore a sale, we identify the buyers most likely to suit your book and the transaction you want.
Buyers differ on
- Book type
- Location
- Client demographics
- Revenue size
- Provider mix
- Acquisition size
- Transition structure
Confidentiality
What happens after you request an appraisal?
Nothing is shared and no buyer is approached without your approval.
- Your enquiry is reviewed privately.
- We contact you to discuss the client base.
- We may ask for additional information to refine the appraisal.
- We discuss an indicative value and potential sale options.
- If you want to proceed, we agree on the next step.
- Suitable buyers may then be approached.
- Your identity and confidential information are not released without your approval.
Submitting an appraisal request does not put your business on the market.
Common questions
Questions advisers ask us.
Can I sell only part of my book?
Yes. Partial sales are common and you do not need to sell your entire business.
Advisers sell a portion of their client base for all sorts of reasons — reducing client numbers, releasing capital, stepping back from one part of the business, or focusing on the clients they most want to keep. The clients you retain stay yours.
Will buyers know who I am?
Not unless you approve the release of identifying information.
When we discuss a client base with a prospective buyer, we talk in general terms — book type, approximate size, region and characteristics. Your name, your business name and your client information stay with us until you tell us otherwise.
Is there a fee to sell my client base?
No. There is no brokerage, listing or success fee charged to the seller for using The Client Base. You may still incur your own legal, accounting or other professional costs associated with completing a transaction.
If sellers are not charged, how do you get paid?
We are paid by the buyer side of a transaction, not by you. That is why there is no brokerage, listing or success fee charged to the seller.
It does not change the price a buyer is willing to pay for your client base, and it does not oblige you to accept any particular buyer. If you decide not to proceed, nothing is payable by anyone.
Do I have to be ready to sell?
No. Many advisers request an appraisal long before deciding whether to proceed, sometimes years before.
Understanding what your client base may be worth is useful information for succession planning, retirement planning and business decisions generally, whether or not you ever sell.
Confidential appraisal
Considering selling your client base?
Get a confidential indication of what your client base could be worth and discuss your options with us. There is no obligation to sell.
- 50+ active buyers
- Confidential process
- No seller fee
- No obligation