Sell a Book. Discreetly.

A confidential, no-obligation conversation about the value of your advisory book and the options open to you, whether you are exiting in twelve months or in five years.

Want an indicative range first?

The book value estimator returns a preliminary indicative valuation range in a few minutes, with the assumptions shown. No obligation, and nothing is shared with a buyer.

Estimate my book value

No seller information will be shared with a prospective buyer without the seller’s prior approval.

Tell us about your book

Complete as much as you are comfortable sharing. Nothing here commits you to a sale. Fields marked with * are required.

Rather speak to someone first?

A confidential call with one senior consultant. A confidential preliminary discussion. No acquisition mandate is activated and no buyer criteria or opportunity information is circulated until you decide to proceed.

Arrange a private call

Full name *

Email address *

Book type

Approximate AUM

Recurring revenue (annual)

Number of clients

Primary providers

Desired sale structure

Preferred transition period

Confidential notes

By submitting this enquiry, you acknowledge the ACG Legal & Privacy Notice and understand that commercially sensitive information may be handled through a controlled and confidential evaluation process. Identity disclosure and transaction introductions remain subject to the applicable mandate, confidentiality controls and party approvals.

Speak to us directly

Prefer a conversation before submitting anything in writing? That is often the better first step.

Request a private call

Member advantage

Essential, Professional and Elite members only: no upfront acquisition engagement fee plus 0.5% of the final transaction value, against R15,000 excluding VAT upfront plus 1% of the final transaction value on non-member terms. Standard Recruitment and Growth Pass™ are recruitment options and are charged at non-member rates.

The acquisition success fee becomes due once the buyer and seller sign or otherwise formally agree to the sale of the book, practice or business opportunity. The applicable success fee must be paid within seven (7) calendar days of that agreement, subject to the signed acquisition mandate.

Compare all five options