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Pareto Announces Strategic Partnership with M&A Expert KBS Corporate

Pareto Financial Planning is pleased to announce the signing of a strategic collaboration with KBS Corporate, a leading sales advisor with an approach that is truly disrupting the traditional methodologies of company sales. The partnership will offer clients a comprehensive financial planning and advisory service that will guide them through the process of selling their business.

The partnership will combine Pareto’s pre-sale and post-sales financial planning with KBS’s extensive knowledge and understanding of the value of a business to ensure clients are protected in the short and long term.

Based in Bolton, Greater Manchester, KBS has a growing team of over 175 UK-based employees with expertise built up over decades of experience working within M&A across the UK.

Discussing the deal, Stuart Carswell, Director at Pareto Financial Planning said: “We are delighted to embark on this strategic journey with KBS Corporate. This alliance allows us to combine our strengths and leverage our collective knowledge to empower clients with comprehensive financial planning and advisory services. We assist business owners pre and post-sale to ensure they and their families are protected and have sufficient income to maintain their standard of living for the future. We are very much looking forward to working with the KBS team.

As our trusted wealth management partner, Pareto can provide both pre-sale and post-sale financial planning. KBS has a great appreciation of the value its clients’ businesses hold and, with Pareto’s support, we can deliver the best possible solution,” commented Peter Kelly, Operations Director at KBS Corporate. “Additionally, Pareto’s post-transaction services will ensure the deals we secure for our clients enable a stress-free financial future by fully evaluating how the sale will benefit their interests and estate. We are delighted with the partnership and anticipate great success over the coming years alongside the Pareto team.

For more information about KBS, visit

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