If you’re starting to think about what comes next for your firm, you’re probably realising that selling isn’t as simple as finding a buyer and agreeing a number.

Brian has been where you are. He started, built, and sold his own financial planning firm, and now leads Pathfinders, a team made up entirely of people who’ve done the same. Every adviser at Pathfinders has been through at least one exit, which means when they sit alongside you, they’re not working from a textbook.

Pathfinders works with firm owners across the full range of exit options: minority sales, majority sales, full exits, and internal sales to employees. Brian’s view on what makes an exit work is simple: full preparation, the right level of advice, a disciplined and systemised process, and unrestricted access to buyers.

Brian holds an MSc in Behavioural Analysis, is a Chartered member of the Personal Finance Society (MCSI) and is a qualified mediator. He’s also the author of “Everyone Exits: you’re either bought out, pushed out, or wheeled out” and writes a weekly brief read by firm owners across the UK who are thinking seriously about their next chapter.