E very IFA / advisory firm is unique, as individual as it's service proposition, business model and client portfolio. No two firms are the same - vendor or acquirer. For that reason all deals are bespoke in form and structure. Commonly applied market valuation metrics ensure commercial viability, subject to the usual checks, balances and legal contract. We make sure of that, but never forgetting the most important element - your clients.
Set out below are examples of recent transactions within this specialist sector.