---
title: Woven Insights | Acquisitions
description: Acquisitions | All things advice, data and acquisitions. Woven in one.
---

[Skip to content](https://wovenadvice.com/insights/tag/acquisitions#main-content)

- <https://www.website.com>
  
  ```
  🔄 Checkout Woven's new CIP and investment switching tool- click to learn more
  ```
  
   

- <https://www.website.com>
  
  ```
  🔄 Checkout Woven's new CIP and investment switching tool- click to learn more
  ```
  
   

[![Woven-Advice-Primary-Logo-White-text-623x180](https://wovenadvice.com/hs-fs/hubfs/Woven-Advice-Primary-Logo-White-text-623x180.png?width=220&height=64&name=Woven-Advice-Primary-Logo-White-text-623x180.png)](https://wovenadvice.com)

- Solutions
  
  Show submenu for Solutions 
  
    - [Woven Analytics](https://wovenadvice.com/analytics)
    - [Woven Switch](https://wovenadvice.com/switch)
    - [Woven CIP Switch](https://wovenadvice.com/investment-switch)
    - [Acquisitions](https://wovenadvice.com/woven-acquire)
- [Insights](https://wovenadvice.com/insights)
  
  Show submenu for Insights 
  
    - [Market Map](https://wovenadvice.com/market-map)
    - [Blog Insights](https://wovenadvice.com/insights)
    - [Press](https://wovenadvice.com/woven-in-the-press)
- [About](https://wovenadvice.com/about)
  
  Show submenu for About 
  
    - [About](https://wovenadvice.com/about)
    - [Careers](https://wovenadvice.com/woven-careers)
- [Login](https://app.wovenadvice.com/login)

Open main navigation

Close main navigation

- Solutions
  
  Show submenu for Solutions 
  
    - [Woven Analytics](https://wovenadvice.com/analytics)
    - [Woven Switch](https://wovenadvice.com/switch)
    - [Woven CIP Switch](https://wovenadvice.com/investment-switch)
    - [Acquisitions](https://wovenadvice.com/woven-acquire)
- [Insights](https://wovenadvice.com/insights)
  
  Show submenu for Insights 
  
    - [Market Map](https://wovenadvice.com/market-map)
    - [Blog Insights](https://wovenadvice.com/insights)
    - [Press](https://wovenadvice.com/woven-in-the-press)
- [About](https://wovenadvice.com/about)
  
  Show submenu for About 
  
    - [About](https://wovenadvice.com/about)
    - [Careers](https://wovenadvice.com/woven-careers)
- [Login](https://app.wovenadvice.com/login)
- [Sign-up](https://wovenadvice.com/signup)

[Sign-up](https://wovenadvice.com/signup)

# Woven Insights

News and opinions for the modern IFA

[![](https://wovenadvice.com/hubfs/Getting%20your%20firm%20data%20ready%20for%20sale.png)](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms)

[Operations](https://wovenadvice.com/insights/tag/operations), [data](https://wovenadvice.com/insights/tag/data), [Acquisitions](https://wovenadvice.com/insights/tag/acquisitions)

## [How to Prepare Client Data for Sale: Guide for Acquiring Advice Firms](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms)

![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) 

 Apr 9, 2025, 2:41:22 PM

7-step guide to help acquiring advice firms streamline onboarding and to support sellers through the...

[Read more](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms)

## Learn more about our products

We're committed to improving productivity, profitability in advice firms. Be rewarded for bringing in new business, not bogged down in the admin.

[Learn more](https://wovenadvice.com/signup)

[![Woven white small](https://wovenadvice.com/hubfs/Woven%20white%20small.svg "Woven white small")](https://www.wovenadvice.com)

Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI. 

See our [privacy policy.](https://wovenadvice.com/privacy)

[linkedin-in icon](https://www.linkedin.com/company/woven-advice/) [instagram icon](https://www.instagram.com/wovenadvice/)

![Innovate UK logo](https://wovenadvice.com/hs-fs/hubfs/Innovate%20UK%20logo.png?width=155&height=50&name=Innovate%20UK%20logo.png)

![Cyber-Essentials-Logo-1](https://wovenadvice.com/hs-fs/hubfs/Cyber-Essentials-Logo-1.png?width=90&height=50&name=Cyber-Essentials-Logo-1.png)

Copyright © 2026, Woven Advice Ltd

Woven Advice Ltd is registered in England under company no.14384586