We're looking for:

The easiest, faster way to assist your clients with their business

  • Online dashboard Clients will allow you to colaborate and you'll have visibility to assist them
  • Processes that minimise your time Our highly efficient enquiry process gives you timely access to the information you need to make an informed decision
  • Complete Information Memorandum online Our templates make it easier and faster for you to complete IMs for your clients

How it works

It's free and only takes 2 minutes to register

Sign up for your free account giving you access to your admin area.

Complete your profile so new clients can find you and request your expertise.

Search for clients who have requested assistance and offer them help and expand your business

Work with clients online and securely through our platform

Work with clients to achieve their goal and invoice them directly

Ready to Join Exchange Place?

If your services can be of use to a client attempting to solve their succession challenges, we can help you broaden your service offering and your client portfolio.