Sell your financial advisory / wealth management in Victoria.
Confidential M&A advisory for Vancouver Island financial advisory firms. Sell or acquire a financial advisory or wealth management practice.
Why Victoria financial advisory / wealth management owners choose SAZ.
Capital region — government, healthcare, technology, and tourism.
For financial advisory / wealth management owners in Victoria considering a sale, the question isn't "should I list?" — it's "how do I run a process that maximizes value and maintains confidentiality?" SAZ has run financial advisory / wealth management transactions across Vancouver Island and knows the local buyer landscape.
What makes Victoria-area financial advisory firms valuable.
AUM (most important)
Recurring fee revenue
Client age profile
Advisor retention
How a Victoria financial advisory / wealth management sale typically runs.
Valuation & preparation
Industry-multiple analysis for Vancouver Island-area financial advisory firms, CIM development.
Confidential marketing
Targeted outreach to Victoria-relevant buyers — strategic, financial, and individual.
Negotiation & LOI
Solicit competing offers, negotiate terms, secure LOI with best-fit buyer.
DD & closing
Manage due diligence, definitive agreements, working capital adjustment, closing.
Also explore.
Buy a financial advisory / wealth management in Victoria
If you're acquiring in Vancouver Island.
Sell a financial advisory / wealth management — Canada
Full sell-side playbook for this industry.
Victoria engagement hub
All SAZ services in Victoria, BC.
Ready to start a confidential conversation?
A senior SAZ partner. NDA-first. info@Sedighi.ca or (604) 632-4959.