Mitigating risk in placing your IFA Business for sale, by working with us
Working with us can be an effective strategy for IFAs who are looking to sell their IFA Firm and mitigate the risks involved in the process. We can help you identify potential buyers who meet your selection criteria. By leveraging our network and industry expertise, we can identify potential buyers who have a strong track record of successful IFA acquisitions whilst also sharing your values and philosophies
The Best Outcome for All
The best outcomes for both you and your clients are our priority. We understand that your clients are people that you may have known for years, or even generations, their ongoing welfare is as important to us as it is to you. We get to know you as a person and an adviser and understand your business and then make specific recommendations which deliver both consultative and bespoke solutions matching to your specific needs
How do we do this?
- By taking the time to listen, to thoroughly understand your goals, needs and aspirations, it enables us to ascertain the best tailored recommendations for you. This is how we find the best solutions that will truly help you achieve what you want, need and desire
- We conduct a thorough fact find with you on your business
- We enable you to make informed choices through our extensive industry expertise, providing company research and options, with personal introductions to our trusted partners with whom we work closely
We take the time needed to get to know precisely what your priorities are
so that we only match you with exactly the right buyers. We do the hard work so you can avoid wasting precious time talking to the buyers who don’t fit your requirements
We can also arrange meetings and site visits, facilitate discussions around business philosophies, service offerings, and client management practices. All of which can help with the red tape, ensuring a smooth transition and minimising the risk of disruption to clients, making the whole IFA sale a much less stressful process for you
Our introductions to the right people can create favourable terms with potential buyers, ensuring the best interests of your IFA client bank, such as continuity of service and data protection. This can be particularly important in ensuring that your clients are well taken care of during and after the sale process
We suggest that you mitigate your risks and ensure a successful sale with the help of experts. The Cambridge Dictionary definition of an expert is “a person with a high level of knowledge or skill relating to a particular subject or activity” and we would like to support you every step of the way, ensuring a smooth transition for you and your clients
Your clients use a professional – which of course is you and so should you!
As you care for and look after their financial interests and they value your support., accordingly, trusting a professional to give you informed advice on the sale of your business means that your life’s work can continue to grow and prosper, which makes perfect sense as well
If you would like to explore your financial retirement further and in more depth contact www.truestarlegacy.co.uk or email info@truestartalent.co.uk
Truestar Legacy is a division of Truestar Talent: We are with you every step of the way
