• ‘Highly Experienced and
     Professional team’
  • ‘The place to Realise your
     merger or Exit plans’
  • ‘What's your IFA
     Business worth ?’

IFA Merger


Another option when exiting the IFA industry (or if you have multiple equity owners) is to merge your business with another.

Your business partners or co-directors benefit from exchanging their shares for shares in the new entity whilst you are able to get your equity out.

Merging with another regional brokerage usually gives you more confidence in the future for your clients and that your business will remain with its own identity intact.

Adviser Marketing Academy - discover how to attract high net worth clients