IFA Phased Purchase

This is usually the most common method of selling your IFA practice. Essentially this represents a staged payment of the transaction over a handover period (usually between 6 months and 2 years).

Often the size of the final stage of the payment is conditional upon you hitting Key Performance Indicators during the handover period that we have helped you negotiate with your buyer.

Conditions we are seeing buyers look for involve the retention of key clients or key business writers, retaining levels of funds under management or profit margins.