No two IFA exit journeys are ever the same. Beyond valuations and deal structures, personal circumstances often play a defining role in shaping the right strategy. Recently, IFA Acquisitions spoke with a 66-year-old adviser generating £250,000 per annum in recurring income. While the business was in a strong position, the adviser was rel
The financial advice landscape continues to evolve at pace. Rising regulatory expectations, increasing operational costs and ongoing consolidation are reshaping the market for independent financial advisers. If you’re considering an exit, retirement or reducing your business responsibilities, early 2026 could present a strong opportunity
Watch Our Video TL;DR: To maximise your IFA business valuation, focus on five key levers: Build recurring income and reduce reliance on one-off fees. Diversify clients and advisers to reduce concentration risk. Strengthen systems, operations, and data scalability. Present clear client metrics, growth trajectory, and futureproofing. Maint
The business serves c600 clients across 62 countries, offering wealth management, portfolio management, and financial planning services. Current recurring income is just over €1m annually. The company operates through a network agency model, providing access to numerous products and jurisdictions worldwide. With a team of experienced fin
Exiting your financial advisory firm is a significant decision that requires careful planning and consideration. Whether you’re looking to retire, reduce your workload, or pursue new opportunities, understanding your exit options is crucial to ensure a smooth transition for you and your clients. Thinking about selling your IFA business o
The Company Our client company is an established firm of Chartered Financial Advisers who offer Wealth Management plus they help businesses with their Employee Benefits strategy. They currently provide wealth management and financial advisory services to 400 clients across the UK. Offering independent financial advice with open arch
Are you a Financial Advice Firm with revenues of £2m+ looking to create a capital event either via a full or partial sale with 100% consideration payable upfront? This well-established European Wealth Management firm have a heritage stretching back to the 1800’s and are now looking to break into the UK market to expand their already sign
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
Are you a Financial Adviser in Norwich or Cambridge looking to semi-retire or to sell your client bank but continue advising for 12 months? The Company Our client is an emerging company led by a Chartered Financial Planner with bancassurance and stock broker experience, who is looking to acquire an IFA business and is open to the seller
In this blog, we’ll be covering what challenges buyers completing multiple acquisitions face. This will be relevant for those looking to complete multiple deals whether the acquiring firm is an established SME, larger consolidator or new entrants coming into the market. Those looking to complete deals can face challenges for many differe
