No Regrets: Avoiding Seller’s Remorse!

Selling your IFA business is a big decision that can be highly emotional. Often people selling a big asset like a business fall into the pitfall of Seller’s Remorse, leaving them feeling anxious and unsatisfied. However, Seller’s Remorse is preventable! Although the final step is always a leap of faith,…

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Sell and Stay or Sell and Go?

One of the next key decisions you must make after deciding to sell your IFA business is whether or not you intend to Sell and Stay or Sell and Go. It is important to consider the implications when deciding as your choice can affect many things, including your personal life…

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Aligning Business Cultures in an Acquisition

Aligning the culture of the businesses involved in an acquisition is extremely important to ensure the transaction is mutually beneficial and achieves what both parties are seeking to achieve. In many cases, a client bank is not simply an asset to be sold! A client bank is the result of…

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Is now the right time to sell your IFA business?

Is now the right time to sell your IFA business? In the ever-changing landscape of financial services, it can be difficult to know when the right time is to sell your IFA business. It may seem like now is a poor time to consider your options due to the recent…

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When should you tell your staff that you are selling your IFA business?

When is the right time to tell your staff that you are selling your IFA business? It is extremely important that staff be kept in mind during an acquisition, especially since staff often have strong relationships with clients. A good communication strategy will promote business continuity by ensuring that the…

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Valuation trends in IFA Acquisitions

In this week’s blog, Alex Canham Partner at Herrington Carmichael asked Gary about the trends in IFA valuations. A topic taken from our YouTube video “Top tips when acquiring an IFA Business” which is part of a wider collaborative series with prestigious UK law firm Herrington Carmichael. “So Gary, working…

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How to ensure a smooth IFA liquidation

Gary Venner CEO of IFA Acquisitions, sat down with Glyn Mummery, Liquidator and Partner at FRP Advisory who are considered to be one of the top 10 liquidator firms in the UK and regularly acts on behalf of liquidations in the Financial Services sector. Glyn had some questions for Gary…

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The need for a Liquidator when closing your IFA company

Gary Venner CEO of IFA Acquisitions, sat down with Glyn Mummery, Liquidator and Partner at FRP Advisory who are considered to be one of the top 10 liquidator firms in the UK and regularly acts on behalf of liquidations in the Financial Services sector. Gary had some questions for Glyn…

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IFA Acquisitions and FRP Advisory

We are excited to announce the latest weekly series coming to the IFA Acquisitions YouTube channel, in collaboration with a leading national business advisory firm, FRP Advisory. In this new series, Gary Venner CEO of IFA Acquisitions is joined by Glynn Mummery, liquidator and partner at FRP Advisory. They will…

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Selling your IFA business and qualifying for Business Asset Disposal Relief (BADR)

Guest author: Anand Chandarana, Tax Senior Manager, Haines Watts   Any business owner looking to retire or sell their IFA business will want to do so in a way that maximises the return and keeps the proceeds as tax efficient as possible. There are many variables that impact the tax…

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The timeline of an IFA Acquisition 

We often get asked here at IFA Acquisitions what the usual timeline of an IFA Acquisition is and how long it can take from first engagement to final payment. This is the topic of this week's blog.  Stage 0: Decide you want to retire Although not necessarily a formal stage…

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Should I sell my IFA business during political turmoil?

2022 has already seen some tumultuous times for the UK and world economy and the start of Q4 has seen no abatement. Liz Truss recently resigned as Prime Minster. During her 44 days in office the markets reacted negatively to her fiscal plans where tax cuts were unfunded causing the…

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IFA Acquisitions and HR People Support | YouTube series

[embed]https://youtu.be/_lFjSfXKKn8[/embed] We are excited to announce our newest weekly series coming to the IFA Acquisitions YouTube channel, in collaboration with HR People Support. Gary Venner CEO of IFA Acquisitions sits down with Gemma Irvine, HR Lead at HR People Support to talk through some essential HR tips for sellers and…

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How important is broker involvement for a smooth transaction

Welcome to the last informative blog in the IFA Acquisitions and Herrington Carmichael series. Since April 2022, we have covered a new topic every week in our Blog series, covering all things legal for IFA Acquisitions. In this final instalment, we will be covering another topic useful for those currently…

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Lawyer’s top tips for Sellers

Following on from last week’s blog, this week we’ll be covering a useful topic for those involved in or those who will be involved in IFA acquisitions “a lawyer’s top tips for sellers” which was taken from our recent YouTube video “Top tips when selling an IFA Business: Part 1”…

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Lawyers Top Tips for acquirers

In this week’s blog, we’ll be asking Alex Canham Partner at Herrington Carmichael his top tips for Acquirers covering a recurring theme we see at IFA Acquisitions and that is the difference between a share sale and an asset sale. A topic taken from our recent YouTube video “Top tips when…

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Contracts in IFA acquisitions

In this week’s blog, we’ll be covering a recurring theme we see at IFA Acquisitions and that is the difference between a share sale and an asset sale. A topic taken from our recent YouTube video “Contracts in IFA Acquisitions” which is part of a wider collaborative series with prestigious…

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IFA Acquisitions and Haines Watts YouTube series

[embed]https://youtu.be/Dpe91dY_e2A[/embed] We are excited to announce the latest weekly series coming to the IFA Acquisitions YouTube channel, in collaboration with a top 15 accountancy firm, Haines Watts. In this new series, Gary Venner CEO of IFA Acquisitions is joined by Anand Chandarana, Senior Tax Manager at Haines Watts to discuss top…

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Types of restrictive covenants vendors retiring IFAs can expect

In this week’s blog, we’ll be covering a recurring theme we see at IFA Acquisitions and that is the difference between a share sale and an asset sale. A topic taken from our recent YouTube video “Top tips when selling an IFA Business: Part 2” which is part of a…

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Share Sale vs Asset Sale

In this week’s blog, we’ll be covering a recurring theme we see at IFA Acquisitions and that is the difference between a share sale and an asset sale. A topic taken from our recent YouTube video “Share Sale vs Asset Sale” which is part of a wider collaborative series with…

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Legal stages in an IFA acquisition

In this segment of our blog series, we’ll look into the Legal stages of an IFA acquisition. This is a topic taken from our recent YouTube video “Legal processes for retiring IFAs” which is part of a wider collaborative series with prestigious UK law firm Herrington Carmichael.   [embed]https://youtu.be/owIQhoNuBo0?t=178[/embed]   What…

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What solicitor should you use for IFA Acquisitions?

In this segment of our blog series, we’ll look into what solicitor you should use for an IFA Acquisition. This is a topic taken from our recent YouTube video “Legal processes for retiring IFAs” which is part of a wider collaborative series with prestigious UK law firm Herrington Carmichael.   [embed]https://youtu.be/owIQhoNuBo0?t=28[/embed]…

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3 common misconceptions when selling an IFA business

3 common misconceptions when selling an IFA business In this segment of our blog series, we’ll delve into some of the common misconceptions we hear from those looking to sell an IFA business. This is a topic taken from our recent YouTube video “What factors impact IFA Acquisitions?” which is…

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How FCA turnaround times are impacting deals

In this instalment of our blog series, we’ll investigate the commonly asked question “How FCA turnaround times are impacting deals” a question taken from our recent YouTube video “What factors impact IFA Acquisitions?” which is part of a wider collaborative series with prestigious UK law firm Herrington Carmichael. [embed]https://youtu.be/YKZlus2kGZU[/embed] Context  …

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How DB pension transfers impact retiring IFAs

How DB pension transfers impact retiring IFAs In this instalment of our blog series, we’ll explore "How DB pension transfers impact retiring IFAs" a question taken from our recent YouTube video “What factors impact IFA Acquisitions?” [embed]https://youtu.be/YKZlus2kGZU?t=351[/embed] One of the spotlights over the past few years in the industry had…

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IFA Acquisitions and Vertus Capital Limited | YouTube series

We are excited to announce a new weekly series coming to the IFA Acquisitions YouTube channel, in collaboration with a respected UK lender for financial services M&A’s Vertus Capital Limited. Join Gary Venner, Managing Director of IFA Acquisitions and Matt Marais, Director of Vertus Capital Limited every Wednesday at 3 pm over the…

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Has increased regulation affected demand for IFA Acquisitions?

In this instalment of our blog series, we’ll be asking the question which was taken from our recent YouTube video “What factors impact IFA Acquisitions?” [embed]https://www.youtube.com/watch?v=YKZlus2kGZU[/embed]   Before we jump into today’s topic it’s important to first provide some context to the IFA Acquisitions market. Market context Over the last…

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What can sellers do to prepare for sale?

In the first blog of this series, we’ll be talking through what steps sellers can take to prepare for a sale which was taken from our latest YouTube video “Top tips when selling an IFA Business part 2” (0:28) What can sellers do to prepare for sale? 1. Cut out…

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IFA Acquisitions and Herrington Carmichael YouTube series

We are excited to announce a new weekly series coming to the IFA Acquisitions YouTube channel, in collaboration with prestigious UK law firm Herrington Carmichael. Join Gary Venner, Managing Director of IFA Acquisitions and Alex Canham, Partner at Herrington Carmichael every Monday at 3 pm for a new informative video,…

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How to sell my IFA business

[embed]https://youtu.be/PlFLzKpbALI[/embed]   Once you have successfully valued your IFA business the next step is to understand how to go about selling your IFA business. In this blog, hopefully, we will answer most questions you may have regarding how to sell your IFA business. Why is it important to know how to…

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