Considering selling but concerned about your clients?
You know your clients personally and it’s crucial they are looked after, understood and supported
The right new client home is vital and so is ensuring that your cultural values are reflected in the company you entrust your clients to. We have great client relationships and industry specialised research to hand select from the myriad of buyers, ensuring the right fit… ethically, culturally and in investment style. We work with everyone involved to ensure a seamless transition for you and your clients. Our Acquirers have robust processes covering: valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and more…
Your exit strategy must reward your dedication
Valuation models include: recurring income, deferred consideration, net asset value and EBITDA. It’s about helping you navigate the maze of options
Which suits your needs?
Sell and Go
If you are looking to get the very best deal for you and your clients, but don't want to continue to work then this option is for you. Our Acquirers have robust processes covering: valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and more…
Sell and Stay
If you are looking to sell your IFA business and would like to continue to work with your clients then we can help. Our specialist team will work with you to establish exactly what level of involvement you are looking for and introduce you to partners that appreciate your expertise and experience
Learn MoreDo you have an exit Strategy that...
Rewards you effectively for your years of dedication to your clients?
Minimises client impact in handover?
Ethically supports clients for the long-term?
Our specialised team here at Truestar Legacy really take the time to understand you and your business. Matching to your wish list, we create informed choices that are bespoke to your needs. We introduce you to companies we have personal relationships with and supply supporting detailed company research
We are very stringent in the choices of Acquirers that we work with. They need to have robust processes covering: valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and a keen desire to put clients first
Your exit strategy must reward your dedication and also provide a long-lasting legacy of happy and supported clients who will continue to receive the level of care and consideration that they have come to value
Contact us today
Talk to us today