Selling Your IFA Business

Selling your IFA business to achieve returns that reflect years of hard work and dedication, provides an assured future client welfare, and a pride in your legacy, can be a daunting and an emotional prospect. We understand that. We understand how important this once in a lifetime transaction is.

Our processes have evolved through a decade transacting and completing deals within the UK IFA M&A market with you in mind. We are not a sales led organisation.

How We Help You Sell Your IFA Business

Our approach is consultative from the very first conversation. We start by understanding your goals, your clients, and your vision for the future. From there, we’ll provide insight into market conditions, valuation ranges, and realistic timescales so that you can make informed decisions every step of the way.

We work only with trusted buyers who share our values and who are committed to long-term client care. You’ll have direct access to our network of specialist advisers, legal professionals, and industry contacts, all of whom play a part in ensuring a smooth and confidential transaction.

IFA Business Valuations and Market Trends

Whether you’re thinking of retiring soon or simply exploring your options for the future, understanding the true value of your firm is a crucial first step.

Our valuations take into account a range of factors, including recurring income, client demographics, compliance record, and profitability. We can also provide up-to-date analysis of buyer demand and market multiples so that you can see how your business compares within the wider UK IFA landscape.

We’re happy to discuss current trends and achievable valuations on a completely confidential basis.