Wealth Managers

Office scene with people working at desks—some on computers, others talking. Charts on laptops hint at strategies to sell your business, while large monitors and natural light create a bright, collaborative workspace filled with plants.

As a trusted, long-term adviser to successful individuals and families, we understand the unique position you hold as a wealth manager. Many of your clients are business owners facing major decisions around growth, succession, or exit. These moments are not just financial, they’re personal, complex, and with high stakes.

As experienced M&A advisors, we work closely with you to guide your business owner clients through each stage of their journey, helping them maximise business value and make confident decisions that align with their financial goals.

Two people sit at a round table looking at a document with a world map, discussing potential regions for those Looking to Acquire a Business. One person points at the map as a glass of water and small potted plant rest nearby.

A man in a blue suit smiles while talking on his phone in a modern office, perhaps discussing new opportunities with someone Looking to Acquire a Business. Other people work at desks in the background, with office equipment visible.

Why Wealth Managers Partner with Us

Enhance your client relationships

We support you with valuable insights that help you have more meaningful conversations with your clients around growth and exit strategy.

Increasing Funds Under Management

A business sale is often a once-in-a-lifetime event with major financial implications, generating significant funds. This increases your opportunity to support better investment outcomes and long-term wealth preservation.

Complement Your Expertise

While you manage your client’s financial planning, we manage the business strategy, buyer engagement, and deal process. Together, we deliver a comprehensive service that supports clients on both personal and business fronts.

Supporting your Clients

We guide your clients through the emotional and commercial challenges of selling or growing their business. By helping your clients prepare and exit well we help to strengthen your existing and future relationship with them.

A man in a suit stands and smiles while discussing how to sell your business with a seated woman in an office meeting room. There are two mugs, a notebook, and a plant on the table, with company logos displayed on the large screen behind them.

How we work with Wealth Managers

Early Collaboration: We engage with you at the early stages to align the business strategy with personal financial goals.
Joint Client Conversations: Where appropriate, we meet with clients together to provide a joined-up message and plan.
Exit Readiness Support: We prepare the business for sale – enhancing value, improving buyer appeal, and reducing risk.
Coordinated Planning: We work with you on timing, wealth extraction, and post-sale planning to ensure a smooth transition.
Continuous Communication: You’re kept in the loop throughout, ensuring consistency and trust in the client experience.

Resources You Can Share With Your Clients

To help you support your clients, the below articles offer clear, insightful perspectives on business transitions, exit planning, and market trends – complementing your broader financial guidance

These articles can help start key conversations, educate your clients, and reinforce your role as a strategic partner in their long-term success.

Testimonial Videos

A man wearing glasses and a blue shirt sits at a table with toy vehicles and a Make Allergy History sign beside him. Text over the image reads: How did you decide who to work with?.

Selecting the right advisor – WOW Toys

“I did meet with a number of companies… I think the ‘feel right’ is something that’s really important…”

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A bald man in a suit sits in front of a large window overlooking a city. Text on screen reads, How did you go about selecting an advisor? Green plant and urban buildings are visible in the background.

Selecting an advisor – Hicom

“I think I could relate to you better than some of the others we had spoken to… you invested a lot of time in our deal”

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An older man with gray hair is standing next to a white car covered in logos, in a workshop. A green banner across the image reads, What is it like working with Entrepreneurs Hub?.

Working with Entrepreneurs Hub – Optimal

“I feel as though I’m over selling it, but I can’t fault you! It’s not often in life whereby the first impressions are met by the experience.”

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Two smiling men wearing collared sweaters sit together, each with a microphone clipped to their chest. Text between them reads, How did you decide which advisor to work with?.

Appointing an advisor – Trends

“You just get a feel and it felt informal, it didn’t feel like a high pressure tactic.”

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A man and a woman sit on a couch, smiling. A dark green box with the text How did you decide who to work with? is overlaid at the bottom center of the image. A window and framed photo are in the background.

How to select the right advisor – Fire Action

“We had three sales pitches that we sat through… and it was really a no-brainer.”

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A man sits in an office next to a potted plant, looking thoughtful. Text on the image reads: Whats it like working with Entrepreneurs Hub?.

Testimonial – BlueGFX

“It was about finding the pedigree of company we wanted to work with…”

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A woman smiles while working at her desk in a modern office, perhaps looking to acquire a business. Other colleagues are at their desks in the bright, open workspace, engaged in computer work and conversation.

Let’s Help Your Clients Achieve More

By partnering with Entrepreneurs Hub, you give your clients the best of both worlds: sound financial guidance and expert business exit or growth support. Together, we help them protect and grow their wealth – before, during, and after a business transition.

Reach out to us