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.
For many IFA firm owners, the question of selling is never purely financial. Behind the numbers are real people: clients who have trusted you with their finances, sometimes for decades. What happens to them after a sale is one of the most common concerns we hear from firm owners, and it is a complet...
For many IFA firm owners, selling a business is one of the biggest decisions they will ever make. Yet despite the financial importance of a transaction, the reality is that most owners are not simply selling numbers on a spreadsheet. They are stepping away from something they have spent years, and o...
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