The 3 key principals to our philosophy:

1. We will value your business at a level that works for all – everyone should be delighted by the end outcome – clients, you and EFG.

2. We put clients first. No Clients- No Value! The management of transfer of trust from your ownership to Elevation should not be underestimated. We pride ourselves in the way that we have successfully managed the transfer process, with firms that have already come into the Group. A look at our testimonial page confirms this.

3. We keep you fully in the picture – throughout the process. Post sale, you will receive regular management information related to the performance of the transfer process. Indeed, we will actively look for your support in ensuring that clients are transferred properly. There will be no surprises storing up – which has anecdotally been an issue with a number of principals who have sold their businesses to firms where good management of the outgoing owner has not seemed to be a priority.