Retiring IFA - Blog Archives

Will You Settle For The Unsavoury IFA?  

When it comes to selling your IFA business it is imperative to have a high buyer base.

Because the higher the buyer base…

The higher the potential price for your business!

So how do you find the most suitable acquirers out there and how to you spot the ones to stay away from?

Listed below are the 4 most unsavoury buyers to stay away from when it comes to selling your IFA business!

1. Tony the Tyre-kicker.
2. Phil Frozen.
3. Fish and chip Charlie.
4. Sam Slicer.

Click here to download our eVideo, so you can learn how to spot them a mile away and most importantly…

Stay away from them!

Not being able to recognise the hesitation of Phil Frozen or the cunningness of Fish and Chip Charlie are the fundamental reasons that you will end up signing away your IFA business…

For less than a premium offer!

So if you definitely don’t want to sign away your life’s work for anything less than a premium offer, then here are 3 ways I can help:

Watch your FREE video on the 2 Most Costliest Mistakes you will make when selling your IFA business to uncover the tricks of these 4 ugly characters by clicking here.

Speak to one of our highly trained consultants who can answer any questions you have and give you a full no obligation valuation of your IFA business by clicking here. 

Do you want access to the most elite acquirers on the market right now? Reply back to this email with the word ‘Access’, and I will be in touch.

Best wishes,

Steve Hagues

PS. You might think handing over your IFA business to someone you know is a good idea. Download our eVideo here to find out why you would be wrong!

IFA’s: Is it Your First Time? 

Buying an IFA business is definitely a game changer in your career. You can earn more whilst being your own boss. 

But it comes with a lot of responsibilities too. 

Understanding important aspects of the business is key to a successful acquisition. Factors such as: 

Client numbers and behaviours. 

The financial records and cash flow of the business. 

Statistics of the business. 

And you should ask yourself, ‘Is there room for potential growth’? 

Researching and understanding these (and other factors), will help you determine if the business is a financially viable concern. 

Lack of research and understanding of what you should be looking for is a fatal error.

You can start your research by downloading our eBook here. It will save you from committing the 5 Fatal Errors made when buying an IFA business. Errors such as…

Not asking the question of why the existing owner is selling up or…

Taking what they say at face value, without doing your due diligence. 

If you don’t put the work in, you will end up acquiring a business that isn’t fit for purpose and you will have to put your hand back in your pocket to make it so. 

So if you are new to acquiring – or you have acquired before – but need steering in the right direction for that premium acquisition then here are 3 ways I can help: 

Download our eBook on the 5 Fatal Errors when buying an IFA business. Access to this and your very own due diligence checklist will reap dividends when it comes to acquiring. It costs you nothing but 5 minutes of your time so go ahead and get your FREE copy by clicking here. 

Book in for a free no obligation telephone appointment with us! We can answer your questions on acquiring and give you an update on what the market is doing right now. Just click here. 

Want a head start on acquiring with access to premium IFA business sellers in the country? Reply back to this email with the word ‘Guild’ and I will get straight back to you! 

Best wishes, 

Steve Hagues

PS. Download our eBook here to get the tools to make sure your acquisition doesn’t fail immediately after completion!