Are you considering selling your IFA business?
Protect your legacy, care for your clients and maximise your return with a fast, friendly and professional transition.
Receive 5 years’ recurring income
Thinking of selling Your IFA Practice?
Business debts keeping you awake?
Frustrated with poor investment performance?
Administrative burdens keeping you awake?
Suffering from Regulatory fatigue?
Feeling burnt out?
Is you quality of life suffering?
Protect Your Legacy
Maximise Your Return
Protect your Clients
Sell and retire or stay with us
Take the first step towards a smooth, professional exit with a partner who puts your legacy and clients at the heart of the process.
Partner with us
- Preserve your legacy: We respect what you’ve built and ensure it continues to thrive.
- Client Wellbeing First : Your clients’ care and continuity are our top priority.
- Maximise Your Return: Unlock the full value of your hard work with our proven approach.
- Simple, Stress-Free Process: No complexity, no jargon – just a professional, friendly transition.
Protect your legacy, care for your clients and maximise your return with a seamless, professional transition.
Considering selling your Practice
We understand selling Your Practice is a big decision.
Selling your IFA practice is more than a business decision – it’s personal. You’ve built trust, nurtured client relationships, and grown a legacy over many years. We understand the weight of that responsibility. That’s why our approach is tailored to ensure your clients are cared for, your legacy is preserved, and your financial future is secure.
How It Works: 3-Step Process
- Initial Consultation: A confidential call to understand your goals, concerns, and priorities.
- Tailored Offer & Roadmap: Receive a personalised exit strategy with clear, transparent terms.
- Seamless Transition: We handle everything from contracts to client care, ensuring a smooth handover.
What You Will Gain by working with us
- Maximise Return on Your practice: Our expertise ensures you achieve the best possible financial outcome.
- Secure a recurring income: Stay involved if you choose and continue to benefit from ongoing returns.
- Customised exit plans: Sell on your terms, whether that’s a complete exit or a phased transition.
If you would prefer a little more information before booking a call or online meeting with us, please use the form below.
Ready to take the first step?
Arrange a confidential call and discover how simple it can be to exit on your terms.
FAQ
How long does it take?
We work at your pace. Whether you want a quick exit or a gradual transition, we tailor the timeline to your needs.
What happens to my clients?
Your clients’ wellbeing is our top priority. We ensure they continue to receive excellent service and support.
Can I stay involved after the sale?
Yes, we offer flexible options, including recurring income and phased exits.
How is my practice valued?
We use transparent, fair valuation methods to ensure you achieve maximum value for your hard work.