Archive for the
      ‘Sale Structures’ Category

      Home / Sale Structures

      M&A Basics: How To Sell An IFA Business

      Purpose:To achieve a successful exit without damaging clients, staff, or your reputation. Step-by-step: Understand what buyers really buyBuyers pay for recurring income, adviser continuity, and low regulatory risk. They rarely pay for brand or effort. Reduce key-person riskOver-reliance on one principal suppresses a firms value. Start delegating early. Stabilise clients before saleClient movement during or […]

      3 January 2026

      Sanok

      Buy-Side, Buyers, Considerations, Due Diligence, IFA Sales, Sale Structures, Sell-side, Sellers

      Protecting your Deferred Payments

      In 2024, Principals facing the loss of up £250,000 in deferred payments from the sale of their wealth management company asked us to step in. Each needed someone on their side.  We recovered the entire loss sum. In our lowest-value case, a business owner invested just £3,500. Through our intervention, we recovered £55,000 that could […]

      30 August 2025

      Gina Tigere

      AND Capital Projects, Conflict resolution, Mergers and Acquisitions

      Buy-Side, Buyers, Deal Making, IFA Sales, Sale Structures, Sell-side, Sellers

      Page 1 of 1

      Recent Comments