Sell Your Practice

Sell Your Practice on Your Terms.

We are not your investment bank. We are the people who know who the right buyer is, and how to reach them confidentially.

Start a confidential intake See the two tracks ↓
Why this matters

Don't Do It Alone.

Most advisors leave succession planning to a cold call, a connection within their network, or the only option available to them. At Revolt we act as consultants connecting you to vetted qualified buyers confidentially.

How most advisors exit How Revolt works for you
Flooded with cold calls
Introduction to vetted buyers tailored to your goals.
Limited options
Continued search to find the best option for you.
Public knowledge of you looking to exit
No leaks or public announcements looking for buyers.
You negotiate the deal yourself
We sit on your side of the table, negotiating with you.
Two tracks

When the Transaction Shapes Generations, the Process Has to Match.

Knowing which track you are on is the first decision.

Track A

Succession Planning

Three to seven years out
Best fit
Practice owners with an internal successor in mind, or open to one.
What we do
We introduce you to the people who have run this transition before. Internal successors, family-office buyers, partner-track candidates. You decide who is in the room.
What you walk away with
A short list of people who fit your practice, your timeline, and your terms.
Timeline
Months to years. We work to your pace.
Track B

Complex or Multi-Party

Ready to move
Best fit
Multi-partner cap tables, carve-outs, and strategic roll-ups, or anything where the room has more than two chairs.
What we do
We connect you, confidentially, to qualified buyers we already know. One at a time, under NDA.
What you walk away with
A curated list of buyers matched to your practice, with the introductions already made.
Timeline
Depends on your readiness, not ours.

How We Work With You

Five steps, each one a conversation, not a checklist. We move at your pace and stay in the room through close.

Start a confidential conversation
01. Confidential intake
Day zero

We listen to your ideal exit and what makes your business strong.

02. Practice profile
Weeks 1–3

We map what makes your practice yours. The things buyers will care about, and the things you will not negotiate.

03. Buyer shortlist
Weeks 3–5

A curated list of qualified buyers, matched to your practice and kept entirely private.

04. Introductions
Weeks 5–12

We introduce you to the right buyer for your practice to maximize your returns.

05. In the room
Through close

More than just an introduction, we stay on for the entire process helping you navigate the transition.

What buyers look at

Capture Your Value.

Before you take the call, it helps to know what the other side of the table is paying attention to.

Lens 01

Cash flow

What the practice earns, in the buyer's hands.

Buyers ask about
  • Revenue
  • Recurring vs. transactional mix
  • Margins
  • Run-rate adjustments
Lens 02

Client base

Who your clients are and how well they're served.

Buyers ask about
  • Client demographics
  • Segment mix
  • Service depth
  • Cross-sell potential
Lens 03

Continuity

What the practice risks losing in the transition.

Buyers ask about
  • Key-person concentration
  • Client retention
  • Team retention
Begin

Schedule a Confidential Conversation.

Maximize your return.

Or email: desk@revoltfinancial.com.

Start the conversation