FINANCIAL services

BUYING AND SELLING IFA BUSINESSES

The RDR and the increased burden of regulation generally is making it increasingly difficult for some adviser businesses to continue in their current form and will represent an opportunity for firms looking to grow by acquisition.

Our team offers significant experience and expertise in this area, addressing key issues quickly, offering commercial advice and solutions, and getting the deal done.

We provide genuine expertise from the larger, more complex transactions to smaller transactions, which we complete as quickly and efficiently as possible. We have particular experience of the issues arising in buying and selling adviser businesses.

Our expertise includes: detailed knowledge of the main issues and areas with which buyers and sellers are likely to be concerned; advice at Heads of Terms stage to help focus on key areas; expert advice on TUPE issues and employees transferring from one firm to another; practical advice on restrictive covenants for key individuals at the seller and provision of consultancy or adviser agreements where required for post completion /earn-out period.