Would you like to be aware of opportunities available for your exit strategy?


Would you like to be aware of opportunities available for your exit strategy?

If you are considering your retirement and would like to retire within the next 1 – 5 years, this deferred purchase could be an ideal option, by achieving a sale of up to 4 times your recurring income!

From the outset, you will have a contract agreed setting out the terms of a practice buyout during the next 1 – 5 years; leaving you to decide when you are ready and want to exercise the sale

Together, you will create a comprehensive succession plan to ensure maximum benefit to all parties. This will include: taking time to understand your clients; identifying their most appropriate Financial Adviser(s) so that you can co-head client meetings to create a smooth handover when the time is right to do so

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