Sell in a Strong Market, Secure the Right Buyers — Protecting the Clients You’ve Built Your Legacy On
Beyond just achieving the best price, we focus on securing the right buyers — so your clients remain in safe hands
Expert guidance, every step of the way.
Selling a book or firm can feel overwhelming. We simplify the process, manage negotiations, and provide clarity so you can focus on achieving the best outcome with confidence.
Navigate the Process
Set the foundation for a successful exit.
We help you get your financial planning, risk, or client book ready for market. From compliance checks to valuation support, we ensure your business is positioned to attract the right buyers.
Prepare for Sale
Connect with Buyers
The right buyers, the right fit.
With our extensive network, we match your business to qualified buyers who value what you’ve built. We prioritise smooth transitions and strong retention so your legacy continues.
Maximise the Value of Your Business – Your Path to a Successful Sale Starts Here
BWL Succession Partners: Your Trusted Partner in Financial Advice Succession.
Based in Queensland, we bring over a decade of industry experience to every transaction. Having personally built, marketed, and sold financial planning, as well as risk books, we understand the challenges and opportunities that come with succession.
Our extensive network of industry contacts and deep market knowledge allow us to connect sellers with the right buyers, ensuring smooth transitions and lasting value. As a boutique firm, we provide a highly personalised, hands-on approach — guiding you through preparation, negotiation, and successful outcomes.
At BWL Succession Partners, we combine proven experience with genuine insight to help financial advisers navigate their next chapter with confidence.
THE
CLIENT SUPPORT TEAM
Senior Client Manager
FABIAN
Financial Advisor
brendan.dilworth@xponentialadvisory.com.auAuthorised Representative #001302724
Brendan Dilworth
With over five years experience assisting Australians