If you are considering your retirement and would like to retire within the next 1 – 5 years, this deferred purchase could be an ideal option, by achieving a sale of up to 4 times your recurring income!

From the outset, you will have a contract agreed setting out the terms of a practice buyout during the next 1 – 5 years; leaving you to decide when you are ready and want to exercise the sale

Together, you will create a comprehensive succession plan to ensure maximum benefit to all parties. This will include: taking time to understand your clients; identifying their most appropriate Financial Adviser(s) so that you can co-head client meetings to create a smooth handover when the time is right to do so

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