Retiring IFA - Blog

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...

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...

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...

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...