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, there are plenty of measures you c

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 and the future of the business. Ideally, you should have a clear

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 many years of hard work and dedication, the persona

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 economic turmoil, but is that really the case? What are the reasons that make n

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 right messages are communica

Valuation trends in IFA Acquisitions

IFA Acquisitions valuations

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


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 about the process of a smooth liquidation from his ex


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 about the process of liquidations of Limited  Compani


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 discuss top tips and an in


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 treatment of selling an IFA business, one of which


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