Affinity is ebi’s matchmaker service, enabling advisers to register interest in selling their business, or acquiring other financial advice firms.

Succession and acquisition can be a challenge for business owners, particularly owners of advisory businesses where ongoing support and care of your clients is paramount. The range of options and complexity of commercial interests can result in significant wasted time, unintended consequences and turbulence for your stakeholders. That’s why we’ve launched Affinity; to inform, connect and facilitate transactions between like-minded sellers and buyers.

All you need to do is register your interest as a buyer or seller via one of the buttons below. We will then review your submission and match your requirements with like-minded firms.

This service is free and completely confidential. ebi are able to facilitate the process through putting you in touch with third party finance, legal and brokerage advice.


How does it work?

Simply use the above buttons to register your interest in either acquiring firms or selling your business, we’ll then book in an introductory call to talk you through the service, collect some further details from you, and compare your profile to our database of businesses.

Should we find you a match, upon agreement we’ll provide each firm with some confidential, preliminary information on each party. If both parties are amenable, we’ll then make the introduction, as well as provide you with a list of useful contacts to help you through each stage of the process; finance, brokerage and legal.

Why have ebi launched this service?

Succession planning is at the forefront of many ebi advisers’ minds; wishing to secure a deal with likeminded advisory firms who will ensure a safe onwards journey for their clients. It can be a challenge to meet the right firm, and even more so to navigate range of options available when it comes to structuring deals, arranging finance and the other complexities that come with buy and selling a business.

ebi, with experience of successfully selling an advisory firm, developing many industry contacts and a network of like-minded advisers, can you help navigate these waters.


If you have any questions regarding Affinity, you can email us at: enquiries@ebi.co.uk