IFA Acquisition
Holistic, whole of market, specialists in Retiring IFA and IFA business sale solutions
We put you and your clients first
After years of dedication to building a successful IFA firm and nurturing strong client relationships, it’s essential that you are properly rewarded and secure the right future for your business legacy. We help you transition smoothly into the next chapter of your life, ensuring your clients are cared for and will continue to grow and succeed.
We are holistic, whole of market, specialists in Retiring IFA and IFA business sale solutions:
Independent advice
Whole of market
Values-led
National reach
Sell and Go
Sell and Stay
Considering selling your IFA business? Check out our specialist division and dedicated website:
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…
We are a people business, dedicated to creating lasting and thriving matches between individuals and clients, by aligning culture and needs. Our tenured wealth management recruitment Talent Managers believe in fairness and respect for all. We live our values: Choice, Honour and Deliver.