Advisory Partner joins forces with Lloyds Brokers

Lloyds Brokers has established a joint venture with Advisory Partner 

The collaboration gives mid-market business owners seeking to sell their private Companies a unique combination of a Boutique Advisory Firm adept at guiding businesses towards the best-possible financial status to achieve the optimum sale price and the acumen of experts in the Sale and Marketing of  businesses. 

Advisory Partner provides a full suite of Chartered Accounting and Advisory Services for business owners who want to build their businesses and extract value. The skills set includes taxation services, financial advice, business valuations, financial modelling, business sales, capital raising, virtual CFO services, and visual financial reporting. 

Lloyds Corporate Brokers, an arm of Lloyds Business Brokers, has pioneered an effective model of marketing businesses by focusing on specific targets, instead of a scattergun approach. 

Advisory Partner Director Brett Plant said the joint venture would target mid-market businesses in the $1 million to $50 million bracket. 

“Advisory Partner will work with the business owner to ready the business for sale, including providing advice on its valuation and taxation arrangements, and assessing potential purchasers,” he said. 

Lloyds Brokers Director Garry Stephensen said Lloyds Brokers would use its vast network of potential purchasers to identify buyers and manage the Sale process. 

The combined skills of the two firms gives sellers confidence they can get their business into the best possible shape for a sale and know they can achieve the most advantageous price with a best-fit purchaser. 

Advisory Partner and Lloyds Brokers each has more than 30 years’ experience in their fields. Mr Plant and Mr Stephensen will work in tandem to guide business owners to achieve realistic goals in the sale of their businesses. 

Mr Brett Plant launched Advisory Partner in early 2020. He has worked with major accounting firms and has more than 30 years’ experience delivering high-quality outcomes for clients. 

Mr Garry Stephensen, Managing Director and Licensee at Lloyds, is a qualified registered business intermediary with a wealth of experience to help clients maximise the value of their business.  


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