Retiring IFA - Blog

The official Retiring IFA blog.


Recent blogs


Last Chance Negotiations Checklist For IFA Owners

August 02, 2019


If you had one chance

One opportunity

To seize the best value for your IFA practice

Would you use it

Or just throw away extra cash

When negotiating the best deal structure for your IFA practice, one slip of the tongue can literally cost you thousands in a higher sale price

Discover the 9 key factors you must be aware of before beginning negot...


Those Fatal Mistakes That IFA Owners Make

July 25, 2019


Most business owners who are looking to retire don’t expect their IFA exit to be easy but many are surprised by how difficult it can be to sell their business 

It can be extremely hard to negotiate a good price in a reasonable timeframe, especially in the current economic environment

The majority of frustrations and challenges that IFA Business owners experience can be so...


5 Ways to Sell Your IFA Company for Maximum Value

July 18, 2019


I've been involved in hundreds of M&A transactions over the past 10 years and I speak with a lot of entrepreneurs who have no idea how much their company is wo...


The Perfect IFA Leap Take Action Now

July 11, 2019


If you are paying attention you have read or heard IFAs talk about how they have

Grown their business 

Increased their profits

And gained more freedom and independence in their busine...


Avoid That Toxic Relationship in your IFA Exit

July 04, 2019


You’ve probably met people like this before…

People that are so desperate for a relationship that when they finally get one, they think their new partner can do no wrong…

They meet a guy or a girl, and literally worship the ground they walk on…


3-5 times your IFA Income

July 04, 2019


If I could get you an offer of 3.5 times your recurring fee income would you be interested in having a quiet conversation

If so book in HERE


Bring Pleasure not Pain to your IFA Exit

June 27, 2019


Since the beginning of time we have known that nature has placed us under two masters

Pleasure and Pain

The Pleasure Pain principle is a concept which states we are born into the world seeking gratification by finding pleasure and avoiding pain

Pain and its consequences are more immediate than that of Pleasure and a simple misstep can forever be etched into your memory

F...


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