Last Chance Negotiations Checklist For IFA Owners

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 negotiations on the sale of your IFA practice that will stop you from throwing cash down the drain byclicking here now to read our eBook (as recommended by 89% of readers to date)

For example, if you tell me that you are suffering from health issues and are concerned about whether you can work so many hours, I can then use this information to construct effective threats...

As it stands your family will receive no value for your IFA practice if you aren’t there to protect the goodwill

Better to do a deal sooner and for a lower offer and have peace of mind that they will be safe

Well you need to enjoy and spend time with your family whilst you still have the energy to do so I can make that happen for a lower offer which seems like a fair price to have more fun with your loved ones

Considering your current situation I’ll make you an offer, sell to me now for a lower offer and I will keep you on in a consultancy role indefinitely depending on how your health progresses then you get the best of both worlds

Whatever your personal situation may be understanding what to do so you aren not unwittingly conned out of thousands of pounds by being caught off guard is essential to realising the value you deserve

Whether it be overall sale price

The right place for your clients

The right home for your staff

The best transition option

Or something else

You need to have confidence and understand the negotiations mechanisms

Anchor too low in your initial conversation and you will be doomed throughout the process

Download our recently released and highly popular eBook on avoiding negotiating yourself out of cash now by clicking here

100% of our readers have said that they learnt something that wasn not on their radar with respect to negotiations technique that they believe will help them secure a premium price for their IFA firm in the future

Even if you are years off looking at exiting the professional tools outlined here will outline the 5 tactics that stop any negotiations failing

Of which understanding tactic 1 will help 85% of failing negotiations

Invest 10 minutes of your time now into reading the eBook and save yourself thousands down the line by being prepared in advance for low ball offers

Best wishes  

Steve Hagues  

Founder, Retiring IFA  

PS Discover how some IFA are inadvertently selling themselves short and losing out on up to 50% when negotiating their IFA businesses sale and so much more in our eBook by clicking HERE