When you're ready to slow down or retire, we offer fair, structured buyouts — tailored to your business.
Once you have been with us for over 3 years, we can offer a buyout and succession package using a simple formula based on your trading history and implement a staggered buyout; 45% of the average 3-year turnover, divided and paid out over 3 years.
If you’d like to continue working during your buy-out, we will agree to a separate fee for your efforts and any new business added will be valued at an extra 15% per year earned.
We’ll give you, the business owner, real capital value for all your years of hard work.
Each arrangement is unique — just like your business.
Our buy-out and succession planning model goes further by offering the opportunity to build additional value into your business.
This includes access to JLM Wealth, allowing your business to become more than just a mortgage intermediary — it becomes a wider distribution channel.
By compliantly signposting clients’ broader advice needs to a trusted IFA, you’ll generate passive income and increase the capital value of your business.
In addition to “buying” your mortgage book of business, we will also buy your JLM Wealth clients at 4x your wealth income over the same 3-year period.
Schedule a confidential discussion to explore your personalised succession or buyout plan today.
Contact Us Request CallbackJLM Mortgage Network Limited Registered Office: 21a Churchyard, Hitchin, Hertfordshire SG5 1HP. Registered company number 4701803. Registered in England and Wales JLM Mortgage Network Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 300629. You can check this on the FCA’s Register by visiting the website https://register.fca.org.uk/ or by contacting the FCA on 0800 111 6768.