Monthly Archives: June 2017


Acquisitions – Useful information

How to value IFA Businesses There are different methods used to value IFA businesses. The different types are detailed below: Multiple of recurring income streams. Typical valuation of ‘3 x trail’ (i.e. buying some of the assets from a company but not the legal entity itself). Generally this will be payable in 3 stage payments:

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We will be continuously adding more useful information to help you with the buying and selling of IFA businesses. Subscribe to receive our Newsletters by completing your name and email address in the boxes below.

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FCA Supervision review – Acquiring clients from other firms Feb 2017: