Retiring IFA - Blog

Preparing Your IFA Business for Acquisition – Part 3!

Welcome to part 3 of how to prepare your IFA business for acquisition!

Over the last two blogs we discussed how important it is for you to have in your mind’s eye exactly what you want to achieve from the sale of your IFA business before you even start the process…

And exactly how to make...

Preparing Your IFA Business for Acquisition – Part 2!

Welcome back to our blog on how to prepare your IFA business for acquisition! 

For those new to this segment, if you are looking to exit the industry and sell your IFA business, then this blog can provide you with the steps you need to take and the changes you might need to make, to ensure that your IF...

Preparing Your IFA Business for Acquisition – Part 1!

Over many years of experience we have dealt with countless IFA’s seeking an acquisitions specialist and have had the opportunity to locate, facilitate and support a number of IFA sales. 

Whether or not you have a fully ‘prepared for sale’ business, can make or break not just the valua...

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...

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.&n...

IFA’s: Did You Miss This?  

I wanted to reach out to the significant number of IFA business owners who have been effected by the current situation. 

Effected, if you are over 60, considered medically high risk or if you are just scared of meeting with clients at the moment.

Or on the other side of the coin, maybe you just really enjoy being at ...

The Necessary IFA Pivot! 

Everyone is being asked to stay inside. To maintain social distancing and self-isolation.

Businesses most affected by this are ones that provide services in local areas. Restaurants, salons, gyms, local markets are all businesses that deal with people locally and in person.

They have all been forced to close! 

But some...

Hey, 

Struggling in this new and distressing climate and don't know what to do next? 

Watch the video I made especially for you so you can get a handle on what is happening and information about our emergency buyers guild that is available to you now!