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FINANCIAL services

BUYING AND SELLING IFA BUSINESSES

Regulatory change and commercial pressures continue to drive consolidation in the intermediary sector, presenting opportunities 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 can advise on transactions of all sizes from the larger, more complex transactions, developing robust processes and documents to drive multiple acquisitions of shares or assets, to smaller transactions, which we complete as quickly and efficiently as possible.

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.