About Client Exchange

Who are we?

Financial planners are the first to tell their clients how important it is to plan for the future, however when it comes to their own book of business, advisors often put their own planning off until the last minute. Whether you are buying or selling a book business, Client Exchange will guide you through the key elements for a successful business sale or acquisition.

What do we do? Watch the one minute video:

Client Exchange connects potential sellers to the “market” of potential buyers. This helps a seller to maximize their sale price by finding the most qualified and best fitting buyer for the business. If you’re looking for advice on how to sell a business or properly value your book of business, Client Exchange will help you find the advisers and consultants you need to buy or sell your book of business.