IFA Retirement Options

We are specialists in IFA Business sales, mergers and constructing an exit strategy from the profession for the IFA who has decided to leave the industry, retire or merge his business.

There are a number of different options available to the retiring IFA all having their own individual potential positives.

There are a number of questions you should ask yourself in order to clarify in your own mind which of the potential exit strategies are more appropriate for you to consider.

IFA Immediate Sale

IFA Phased Sale

IFA Merger

IFA Succession Planning

IFA Client Bank Merger (with IFA Principle)

 

If you are not looking to sell or merge your IFA business then :

Please click here to Buy an IFA Business

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