Thinking about selling quota?

Not necessarily. As part of the sales process, we carry out a market assessment of your quota holdings. We look at the value of the individual stocks, current buyer demand and how the holding is likely to be received by the market.

This helps us determine how the quota should be offered and whether it is best sold as a whole, divided into smaller parcels or with individual stocks sold separately. A formal valuation may still be useful where one is required for financial, governance or other purposes.

Not necessarily publicly advertised, but in most cases we recommend testing the wider market. This gives you a better understanding of buyer demand and provides the opportunity for competition between buyers.

You may already have a relationship with a potential buyer, but that doesn't mean they won't ultimately be the best buyer. Testing the market helps you make that decision with a better understanding of the other options available.

Yes. You can sell selected stocks, part of a holding, or your entire quota holding. We can assess the holding and determine how best to take it to market.

If there is no mortgage over your quota, a lawyer is generally not required. Where a mortgage exists, your bank will need to be involved and your lawyer may also be required. We’ll guide you through the process and work with everyone involved to keep the sale moving.