Sell with structure
Support from readiness and valuation through buyer approach, negotiations, due diligence and completion.
Explore sell nowIFA business consultancy
Value, prepare and sell your financial planning firm.
Melo helps financial planning firm owners understand what their business is worth, strengthen what buyers care about and choose the right exit route at the right time.
Seller focused
Valuation led
Financial planning specialists
Exit route clarity
Owner route finder
Seller first
Sell now
For owners who want a managed exit route inside two years.
Prepare
For owners who need clarity, valuation, documentation and a stronger business first.
FocusValue
ProcessReady
OutcomeFit
Assess
Prepare
Market
Complete
What we do
Practical support for owners making serious decisions.
Melo helps owners understand the route before they choose it, with clear next steps for valuation, preparation, sale and training.
Build a saleable firm
Independent reviews, data room preparation, valuation parameters and action planning before you go to market.
Explore prepare to sellStart with a number
Use the valuation and readiness tools to turn vague thinking into an informed next step.
Open tools hubSell now or prepare to sell
Two clear routes, without forcing the decision too early.
Melo splits the journey into owners who are ready to exit and owners who are getting ready, with tools and training sitting underneath.
Sell now
For owners who want to move towards a sale, speak to buyers or understand the practical route to completion.
Go to Sell nowPrepare to sell
For owners who know an exit is coming but need a cleaner, more valuable and easier to explain business first.
Go to Prepare to sellTools
High-intent tools that support useful next steps.
Business valuation tool
An 8 question route for owners who want a quick indicative view before speaking to the team.
Try the valuation toolExit readiness assessment
A practical readiness score across objectives, valuation, business readiness and personal readiness.
Start assessmentBusiness effectiveness review
A growth and saleability diagnostic for firms that need to fix the foundations before exit.
View reviewProof
Show substance, not decoration.
Testimonials, recent deal themes and practical outcomes show what Melo helps owners work towards.
4exit stages made clear
8valuation questions
14buyer scrutiny areas
96%training recommendation proof point
CA
Cherie-Anne Baxter-Blyth
Head of Exits
Exit strategy, buyer positioning and calm commercial guidance.
SF
Stephen Ford
Exit Partner
Seller support, strategic debate and process management.
Faces of Melo
People first, but more restrained.
Meet the people owners work with when they need valuation, preparation, training or seller-side exit support.
Start with the right route
Book a call, run a tool or send the basics. The goal is to reduce friction for owners who are only starting to browse.