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IFAs

IFA Business Owners - Buying and Selling

  • Paul Harper Search offers IFA’s an Advisory service that will help you plan your exit strategy to provide capital value immediately or over a number of years.
  • We offer a discrete and confidential service dealing with the largest companies in the UK Wealth management industry.
  • We operate throughout the UK and have 2 Chartered qualified Consultants in our business – so we understand yours!
  • If you want to sell your IFA business or just the clients, we can help you understand the value of your business and optimize the sale proceeds.

We can help you: -

  • Achieve the best possible return
  • Payment structure to suit your requirements
  • Upfront or structured payments
  • Understand the value in your business
  • Acquire growth funding to increase profits pre-sale.
  • For individual IFA business or IFA firms (+ restricted)
  • Mergers
  • Acquisitions
  • Retiring IFAs now or planning for retirement in the future
  • Access biggest Wealth Managers that are Acquiring IFA businesses and are well financed
  • Help with Entrepreneurs relief
  • Help you plan your sale and lead you through the maze of jargon
  • Guaranteed Multiples or annual structured payments
  • We don’t charge a fee; our costs are paid by the acquiring firm on completion

We can help your clients: -

  • With an integrated handover period with your successor when the time comes to retire
  • You can help to find your successor that will be the best fit for your clients
  • Peace of mind that when you chose to retire, your clients have access to the highest quality and best value advice
  • Your clients will not be funnelled into unsuitable products or funds
  • You can choose independent or restricted advice for your clients
  • Your clients can benefit from the fact we only deal with the biggest Wealth Managers in the UK

 

If you want to talk to us about selling your IFA Business or Clients call 0117 920 0060