The Grave IFA Mistakes

August 09, 2019


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 think are pitfalls

Now you may be thinking

Well I am not even thinking about retiring so I don’t need to know this yet 

Or

I can leave it until later, I have plenty of time

Well the truth is

You don’t

And thinking otherwise is your first mistake

Timing is key so you shouldn’t wait too long to sell and 

Alternatively don’t give yourself as little time as possible to plan your exit strategy properly

Click here to download our eBook and find out why both these factors could inevitably cause you to miss out on a premium offer

Because the perfect timing might not be when you think but if the right acquirer comes along and offers you the best price then it is the right time

And you don’t want to wait too long

What if you miss a lucrative time in the market because ‘it wasn’t the right time for you

You could end up missing out on the best offer

Plus you must give yourself time to plan in advance otherwise you will come across to potential acquirers as desperate and disorganised

If you are thinking of selling your IFA firm within the next 5 years it would be extremely beneficial for you to start planning and preparing your firm for a valuation now

Potential acquirers will know what to look for and know what they want out of their acquisition

And they will know straight away if you have been sloppy and rushed your housekeeping which again will result in a low offer

The proven steps on how to groom your IFA Business for sale so you can acquire a serious and attractive offer is outlined in our free to download no obligation eBook so click here to get your copy now

Over 90% of IFA Sellers that we surveyed were happy to tell us that their IFA Business and they themselves were much more prepared and ready to achieve that premium offer after reading the eBook so click here to get yours now

With so much to think about and so much to do it can be easy to make the most expensive mistake of all 

Which is not actually knowing how much your IFA Business is worth

And it is so important to know the value of your IFA Business in advance of preparing to sell so that you don’t get caught off guard

Click the link here to speak to one of our highly trained consultants who can go through a no obligation valuation of your IFA Business

And inevitably we can help you knock those lowball offers out of the park

Best Wishes

Stephen Hagues

PS. Don’t waste time

Discover The Seven Steps to Selling Your IFA Firm by clicking here

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