Gary Venner, CEO of IFA Acquisitions, analyses the announced budget and the impending impact on selling IFAs The Chancellor of the Exchequer, Rachel Reeves, delivered her first Budget yesterday; an event that was momentous in several ways, not least for being the first Budget from a female Chancellor, and the first budget from a Labour G
Introduction Now there has been a formal change in government, potential tax changes could be on the horizon! But what does this mean for the Acquisitions Market? Should you be concerned? CEO of IFA Acquisitions, Gary Venner, and Partner of Herrington Carmichael, Alex Canham, discuss this topic in our second weekly Acquisition Q & A
Introduction Acquisition under Labour – what are the key effects on the market as a result of the general election? In order to effectively discuss this topic, Alex Canham, Partner of M&A Law Firm Herrington Carmichael posed this question to Gary Venner, CEO of IFA Acquisitions, to give his thoughts. How did the market react?
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, there are plenty of measures you c
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 and the future of the business. Ideally, you should have a clear
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 many years of hard work and dedication, the persona
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 economic turmoil, but is that really the case? What are the reasons that make n
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 right messages are communica
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 with buyers and sellers it
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 about the process of a smooth liquidation from his ex