Retiring IFA - Blog

The Not So Perfect IFA Relationship!

Have you thought that you the exiting IFA owner can be a valuable asset to an acquirer in terms of ongoing profitability and success?  

You are a leader and skilled at what you do. You are the keeper of this gold mine of opportunity. 

You have invested years into building up goodwill and solid relationships! ...

The Deadly Seven! Top IFA Exiting Mistakes to Avoid 

When it comes to that time in life and you are imagining the joy of never having to be rudely awakened by your alarm clock again, it is all too easy to be clouded by the luxurious thought of retirement…

I can hear you now…

“…Gosh, it is going to be wonderful! I can have more t...

IFA Clients Are Not Forever! 

Are you dealing with current business challenges? 

Did you know that if you get more clients, your business has the power to solve over three quarters of those challenges! 

But not just any clients... I am talking about your desired client. 

Clients that don’t negotiate on your prices and pay your f...

Emotional Leakage in your IFA Exit…? 

When thinking about your future IFA exit strategy, I can imagine it stirs up a lot of emotions within you…

… One moment you are feeling the emotional highs of excitement and the thrill of satisfaction…

&he...

As a new acquirer of an IFA Business you will no doubt have a lot of very important things you have to deal with. 

Have you thought about the possibility that the exiting owner can be a valuable asset to your newly acquired firms ongoing profitability and success?  

When acquiring an IFA business, it is really important to look at the retiring proprietor as someone who can...

No one is so powerful that they can stop the march of time.

Can you imagine getting closer to your end of days and having a whole brick load of regret weighing on your shoulders?

Your inner monologue will no doubt sound like:

I can’t believe how fast life goes

I’m getting older and there are still so many things that I haven’t done.

I have so many...

Knowledge is Power!

For most IFA business owners that I have worked with, growth is key to increasing profits.

Another important thing I have learned is that organic growth is hard earned!

Therefore the quickest and in some cases the most sensible thing to do to achieve growth and increase profits...

...is acquisition! 

Acquiring a business however, is not alw...

After being in this mergers and acquisitions game for well over a decade, believe it or not I have pretty much seen it all when it comes to buying and selling IFA Businesses

And IFA due diligence... Or should I say 'lack' of IFA Due Diligence has unfortunately been a hot topic on many a deal I have seen in my time

IFA acquirers have ended up with a business that wasn't w...

If you were drowning and someone offered to throw you a life jacket, how much would you pay for it?

How much would this life jacket be worth? 

All of your income? 

It would be worth everything! 

Compare this to how much you would pay for a life jacket now whilst you are sat reading this email... 

Just as the life jacket's value drastically d...

Every day IFA owners make terrible mistakes when selling their business and as a consequence they end up losing big money

Any hard work and investment they have made over the course of their working life gets washed away in no time at all

The bottom line is that selling your IFA Business is not as easy as you may think and there are pitfalls to avoid that you wouldn’t even thi...