Before starting the process of looking to sell your IFA business or IFA client bank, you need to be sure you want to sell. This may sound obvious however, it is a scenario we occasionally see here at IFA Acquisitions. IFAs think they want to sell however when it comes down to it, they are not emotionally ready.
Understanding your reason for wanting to retire or sell is a crucial factor. Often, this can be to be with family and enjoy the life that you have worked so hard to build. Another factor is the increased time being spent on compliance requirements and the rising cost of insurance and FCA fees and levies.
If you are ready to sell your IFA business or IFA client bank, it is important you know how to proceed through the process. This eBook will focus on covering key topics you will need to consider before starting your exit strategy