Looking to Sell an IFA Business?

  • Get A Free Valuation on your Client Bank using This Form
  • No Fees to Sellers, and we offer a Full Brokerage Service
  • We can find the Right Target Buyer & Maximize Your Value
  • Full Acquisitions or Introductions.  Immediate or Phased
  • We can also help with Mergers for RDR Compliance
Free Consultation
0800 1455840

 

The Retail Distribution Review (RDR)

 

From January 2013 onwards, all IFAs will need to hold a series of new qualifications to continue in practice. Many will also need to restructure their business in several ways. We understand this is not practical for many advisers, so our service is here to help.

If you are looking to retire, we can offer you a Free Valuation on your client bank, and a Free Consultation to discuss your needs. We can then identify and approach the most suitable buyers, whilst helping you to maximize the value of your process.

Our service is completely free for sellers, and we can help at each stage of the process. You can also choose between an immediate or phased exit.

Our specialists can also advise on potential mergers with compliant IFA’s. This includes consultancy, and approaching suitable companies. They can also advise on RDR compliance issues and training.

 

Selling an IFA Business

 

If you’re thinking of selling your client bank, there are many different things to consider. These include the following:

 

• How much is your client bank worth?

• Is it better to sell immediately or make introductions?

• How can you get the best possible price?

• Will the incoming IFA be a good match for your clients?

 

Our specialists can help with all of the above, and any other issue issues. We can find you the right buyer at the best possible price. Another option may be merging with another practice.

By merging with a compliant IFA, it can be possible for non RDR qualified IFA’s to stay in practice. It’s very important that both sides are compatible and fully understand the process. We can help you to find the right partner for these too, and help at every stage of the merger.

 

The Process

 

We offer a full brokerage service when working with sellers. This usually follows the below steps:

 

• A Free Consultation with a specialist to assess your needs

• A Free Valuation on your client bank, followed by advice on your options

• We then enter your details into our database, and start matching you to suitable buyers

• After gathering your feedback, we then arrange the necessary meetings by phone or in person

• We then consult you during the final stages of the deal