Wanting to sell your IFA business and de-risk your retirement? Check out our specialist division: www.truestarlegacy.co.uk

Considering selling,
but concerned about your clients?

You know your clients personally and it’s crucial they are looked after, understood and supported. The right new client home is vital and that your cultural values are reflected in the company you entrust your clients to. We have great client relationships and industry specialised research to hand select from the myriad of buyers, ensuring the right fit…ethically, culturally and in investment style

We work with clients ensuring a seamless transition for you and your clients. Our Acquirers have robust processes covering: valuation models, taxation implications, client integration,
due diligence, contracts, advice liability,
closing down processes and more

Your exit strategy must reward your dedication. Valuation models include: recurring income, deferred consideration, net asset value and EBITDA. It’s about finding the right fit for you

Meeting your needs

We take the time to listen and understand you, your clients’ needs and the ethos of the companies that we recommend and introduce to you

We recommend the right buyers, who will value your clients – by having meaningful client relationships, doing plenty of research and having strong industry competitor knowledge

Selecting businesses who, should you wish to, will support you meeting your large clients to discuss the transition and portfolios, reassuring everyone that their best interests are being well cared for

Does your exit strategy...

Reward you effectively for your diligent work?

Minimise client impact in handover?

Ethically support clients for the long term?

Creating your happy new adventure

Options and solutions

Truly understanding you and helping you succeed

Peace of mind

A new long-term happy client home, aligned to your values

You deserve the best

Ensuring financial stability of buyers, who deliver on their promises

Let's have a chat: both confidential and exploratory...

Truestar Talent... supporting your future plans