Selling an IFA Business

The moment when the time is right to “start thinking” about your exit strategy from the industry, you need to be sure that you have all the correct information you need at your disposal.

Astute Private Wealth have both the experience and knowledge in the IFA acquisition process. This is likely to be a once in a lifetime event and we know how important it is to make sure you make the correct decision for your clients, your staff and yourself.

No doubt there will be numerous questions on your mind. The complexities around selling a Financial Planning business are plentiful and there are many options to consider. Whether you are thinking now, in twelve months or in future years ahead and are just making initial enquiries, you need to ensure that you partner with a firm that you can trust to deliver the ongoing service levels and Financial Planning that you have provided your clients with over the years.

We have produced a guide to “Investing in your Business”. Here we outline the many procedures and situations you need to be aware of before deciding on who to partner with. We hope you find it to be of use with your future planning. This could well be the final piece of your advice process to your loyal clients so your attention to detail is imperative at this stage.

We are happy to share our experiences and what we have learnt from our previous IFA acquisitions so please feel free to get in touch for a strictly confidential initial conversation.

Mark Wignall – Acquisition Director