Why Use Us to Sell Your IFA Practice?

As leading IFA headhunters we have spent nearly 10 years building relationships with the fastest growing, most cash rich and highest morale IFA businesses and their owners.

We thought you may like to meet our clients if you want the best price and best service for your IFA client bank and business? We are also registering lots of new IFA buyers daily.

We do not get involved with charging you for "due dilligence" "registration fees" or "valuation packs" we just get you in front of buyers who have signed our confidentiality agreement and want to meet you.

• Our service in leveraging your sale is completely free of charge, (our buyer pays our fee not you).

• We are so confident we can help you and get you the best sale price for your business that we don’t even ask you to tie to us as your selling agent.

• We have no forms or contracts of any sort to fill in.

• We are experienced industry professionals and are completely confidential at all times.

• We will get you the best price for your business.

This is how confident we are in both our teams abilities and our buyers purchasing ability to enable you to retire, merge or exit the profession.

Whats the Process?

Contact us confidentially for a no obligation telephone discussion. We will discuss available options then present your business profile to a number of buyers.

We will then arrange a meeting between you and your potential buyer and confirm everything in writing.

We then agree terms of sale after the first meeting and assist as a buffer in negotiations (if needed).

How will I get the best price?

We get you the best price for your business because we have the structure and ability to market your proposition to the fastest growing, cash rich businesses in the IFA market place.

Our clients (your buyers) range from national IFAs and other professional services firms through to venture capital backed regional IFA practices.

What about my clients or my business name?

 We are uniquely placed experts to offer you genuine guidance as to the quality and service standards of any buyers existing financial planning staff and their culture.

We can also offer guidance as to various buyers business plans and give you an insight as to what they are looking to achieve with your business.

Is this a good time to sell?

"This time, like all times, is a very good one, if we but know what to do with it."
Emerson

RDR, TCF and capital adequacy requirements all add to the increasing costs faced by IFAs.
Our clients are making good offers on businesses right now, call our expert team immediately to avoid missing out on your buyer.