Financial Services

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Our expertise in financial services is very advanced and equipped to be able to understand the complexities and sophistication of each and every business model.

We possess a comprehensive array of tools and applied methods to value and price the entire financial spectrum, from single owner operator businesses to institutional companies, fund managers, and regulatory bodies.

Our team’s extensive experience encompasses Investment Banking, Asset Management, Insurance, legacy companies, Financial Planning and Research Houses. Together, we are committed to guiding you through the intricacies of BUYING AND SELLING in this dynamic and rapidly evolving market.

Some of the businesses we are confident in buying, selling, merging and acquiring are; Financial Planning Books, Mortgage Brokering Trails, Accounting, Bookkeeping and Legal firms.
  • Sector expertise
Financial Planning

The knowledge we posses are detailed analysis of revenue, client trails, age of clients, products, sustainable billings and a variety of other metrics.

Mortgage Broker

Based on debt under management, age of loans, loan types, geographic and demo graphics of the client base we make the time to extract real time pricing when selling brokerage firms.

Accounting

CPA’s and CA’s are the drivers of the Accounting industry and every services model is to be priced separately. It’s all about the numbers and and the clients.

Book Keeping

We use certain multiples when bringing a business to market. I.e Book Keeping. 1.15x multiple…..varying factors determine the quality of the applied multiple vs price range.

How we help

Wyse Advisory has a proven track record of delivering exceptional outcomes and collaborating closely with buyers, sellers and M&A transactions when it comes to the financial services ecosystem. Our expertise drives results and creates value for our clients in the finance industry.

We conduct in depth assessments to understand the numbers, the detractors and attractors of the business.
Delivering on growth strategies for clear and prioritized roadmaps to achieve a clean and highly profitable exit. We believe in a win/win philosophy.
Helping purchases and vendors seeking value in their next transaction is key and critical at Wyse Advisory
We conduct a thorough analysis of the industry and business landscape, identifying trends, regulatory challenges, saturation in the market or simply how many buyer and sellers there are with available capital at their disposal.
Speak to an Expert

We are here to address any questions you may have as you implement your plan. Additionally, for clients seeking an ongoing partnership, we provide comprehensive

Financial Services

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