IFAs Ready To Take The Next Step

IFA’s: Ready to Take the Next Step? 

You can picture the scene right now; you’ve been working as an IFA for some time, and you are ready to take the next step. 

Maybe you want to take your career to the next level, by actually owning your own IFA Business? 

Perhaps you have acquired before, and you are looking to add to your existing business model through further acquisition? 

If this is true, then you have definitely been asking yourself this question, “How do I buy a top quality IFA firm?” 

If you are smart, you will already be aware that acquiring an IFA business is a complex procedure and must be taken seriously. 

If you are smarter, then you will do your research to make sure you know what is expected of you and what you can expect in your IFA business acquisition. 

The first important step in this process is downloading our eBook on the Five Fatal Errors made when buying an IFA Business. 

Making a mistake can seriously hinder your chances of coming to the end of the acquisition process with a smile on your face and these errors are easily made with even the most experienced acquirers falling victim to them.   

And because we know just how complex the process can get, we want to give you, the acquirer as much assistance as possible to ensure a successful outcome. 

Ten minutes of your time is all it takes to be in the know so click here now for your free copy! 

If you haven’t acquired before and you are wondering what on earth the process is and how you are going to achieve your dream of owning your own IFA business then familiarising yourself with the process below is your next step.  

Step 1: Get a market update on top quality IFA firms. 

Step 2: You need to know how much it will cost for you to acquire the business you are interested in. Is the price worth paying? 

Step 3: If satisfied, be ready to negotiate your offer.  

Step 4: Once an offer has been accepted you can then agree the terms of the acquisition. 

Step 5: Ensuring you carry out strict due diligence is an important step in the process which you must not bypass under any circumstances. 

Once due diligence has been successfully carried out… 

Congratulations, you are now the brand new owner of an IFA Business! 

It seems so simple doesn’t it! 

Let me assure you though that it isn’t smooth sailing because within the process there are questions from both sides which will need answering. Extensive due diligence to be carried out and of course negotiating your offer.

Which is why it pays to be prepared for the unknown regardless of whether you are a first time acquirer or not! 

So download our eBook here now, which contains our due diligence checklist. This list will help you assess critical areas of the business to ensure there are no hidden issues, and that you are getting exactly what you are paying for. 

If you don’t you could find yourself lumbered with an IFA firm that isn’t what you thought it would be and severely out of pocket! 

Best Wishes, 

Steve Hagues

PS. If you want to start on the journey to IFA business acquisition then here are three ways I can help:

Claim your FREE copy of our guide to read about the 9 factors that accurately predict the profit uplift potential so you know which firms are worth investing in by clicking here. 

To speak to one of our highly trained consultants who can advise you on Step 1 with what the market is up to right now, click here. 

And if you want to get your teeth into acquiring an IFA firm but haven’t a clue where to begin? Reply back to this email with the word ‘Acquire’ and I will see if I can help.