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 wider collaborative series with prestigious UK law firm Herrington Carmichael

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 prestigious UK law firm Herrington Carmichael.   In order to

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.     What are the legal stages in an IFA acquisition

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.     What solicitor should I use for a

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 part of a wider collaborative series with pres

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. Context   FCA tur

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?” One of the spotlights over the past few years in the industry had been defined benefit (DB) p

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 ne

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?”   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 few years, the IFA Acquisitions market

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 the guesswork  One thing that sellers can do to prepare for sale is having the

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