Financial Services Buying and Selling IFA
SMALL-MEDIUM SIZED IFAs
We have a large and acquisitive client base of small-medium sized IFAs who are always on the lookout for opportunities to purchase business from IFAs exiting the industry. Our detailed knowledge of the sector and extensive experience allows us to deal with smaller transactions quickly and efficiently.
We have provided a number of firms with advice on setting up a process for multiple/repeat acquisitions, together with the suite of documentation required to implement that process. Our aim is to make the process as robust and efficient as possible, whilst meeting the client’s bespoke requirements.