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

IFA Succession Planning


We are also experienced executive search consultants in the IFA community, which means we can source you an IFA or an IFA manager who you can “groom up” to take over your IFA business.

We can advise you on how to structure the package so your successor either purchases or earns his equity gradually in your business.

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