Does the firm clearly serve trade sales, EOTs, MBOs, succession, tax, legal or post-sale wealth planning?
Selection methodology
How UK Exit Advisors selects and describes firms.
The directory is designed for owner-managers who need a careful first shortlist before speaking to corporate finance, EOT, legal, tax or wealth advisors.
Public evidence · route fit · owner relevance · no unlabelled paid ranking
Direct answer
What information is used?
Profiles are based on public service pages, visible market positioning, route-specific evidence, advisor-supplied factual corrections and owner-useful signals such as sector fit, deal-size fit, geography, likely fee model and verification questions.
Selection criteria
Five checks before a firm is listed or prioritised.
Is there evidence the firm works with founders, entrepreneurs, private companies or owner-managed businesses?
Can owners infer deal-size fit, region, sector focus, minimum economics or pricing model?
Are public pages, deal notes, team pages, guides or specialist pages specific enough to compare?
Advisor data standard
What each profile should eventually contain.
Trade sale, PE sale, EOT, MBO, succession, tax, legal, valuation and wealth planning.
Sector, deal size, geography, company stage and complexity where public evidence supports it.
Retainer/success-fee signals, legal-fee basis, AUM/advice fee or bespoke project pricing.
Questions owners should ask before engagement: team, conflicts, comparable exits, fee scope.
Owner shortlist
Want a route-aware shortlist?
Share your route, sector and approximate deal size and UK Exit Advisors can suggest three advisor types/firms to compare first.