Blog categorized as Acquisitions

For many financial advisers, selling their firm is something they think about long before they are ready to make a decision.

Most IFA firm owners have a number in their head. It usually comes from a conversation at a conference, a figure a friend mentioned, or a multiple they read about years ago. It is rarely based on how the market actually values firms today, and that gap can cost owners dearly at the negotiating table...

Most IFA firm owners know they need a succession plan. Very few have one.

The IFA market is going through a period of genuine change. Some of it is regulatory, some of it structural, and some of it has been building quietly for years. For firm owners, keeping track of all of it while running a business is no easy task.

Independence has always been one of the most valued qualities in the IFA profession. The ability to act in clients’ best interests without the constraints of a product provider or a large corporate structure is something many advisers built their careers around. That remains true.