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 More