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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)
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