SimplyBiz Group

SimplyBiz Group partners with Wealth Holdings for new acquisition service




The SimplyBiz Group has partnered with merger and acquisition specialist Wealth Holdings to support the delivery of its new Horizon service.

The group’s new proposition, which provides end-to-end support for firms preparing to sell their business and those interested in expanding through acquisition, launched two weeks ago.

Horizon has already received interest from over 100 firms.

Wealth Holdings, founded in 2013, is a specialist advisory and consultancy firm focussing on mergers and acquisitions, succession planning and post-deal integration within the wealth management, financial services, and fintech sectors. 

It will offer one-to-one bespoke consultation for firms who are considering buying another advisory business.


Gary Kershaw, compliance director at The SimplyBiz Group, commented: “The team at Wealth Holdings has a huge amount of knowledge and experience when it comes to buying and selling advisory businesses.  

“The next step for us is to operate a consultancy programme for both sellers and buyers so they can go into this process armed with important knowledge and understanding.

“This will launch on 1st September and [will be] available to every member firm of The SimplyBiz Group.”

Andrew Smith, executive chairman at Wealth Holdings, added: “[We are] very proud to have been selected to work with The SimplyBiz Group to help its member firms achieve their goals while continuing to deliver client-centric outcomes. 

“In a crowded market, we will ensure businesses are transferred to people who care about them and operate in a similar way and with the same high level of integrity.”

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