Insights.
- View All
- Business Valuation
- Buying Businesses
- Preparing for Sale
- Tax & Legal
- The Sale Process
Financial Planning M&A Market Update: Key Trends and Insights for 2025
Behind the story: how this deal was made
Interview with Sam Ward: Key Insights for Financial Planning Firms Considering a Business Sale
Seal the Deal: A Practical Guide for Business Owners Ready to Sell
PE-backed acquirers will be the ones to merge and consolidate in 2025
What should I consider when approaching a sale if I have compliance issues?
What changes can my clients expect post sale?
The changing landscape of the IFA M&A market after the Autumn Budget
Changes on BADR and how it will impact your IFA business sale – 7 mins highlights
Headline rate changes from Autumn Budget – 7 mins highlights
New Landscape for IFA Business Sales: Expanded Buyer Options Amid Tax Changes
Key tax takeaways from the Autumn Budget: Creating clarity for your business and your business sale plans
A first look at how the Autumn Budget will impact your business and your sale plans
Do IFA buyers place any value on non-recurring income?
Understanding the legal side of a business sale
‘Polluter pays’ proposals forcing buyers to do more due diligence
‘We will walk away from a deal’: how consolidators have become ‘picky’
What is the most important element of the financial planning business valuation process?
Do I have to retire once I sold my business?
What is the difference between selling minority versus majority stakes?
Current Market Insight and Trends Impacting the M&A Market and Your IFA Business Sale
EBOOK: A-Z of selling your financial advice business
Acquire to Thrive Insights for Successful Acquisitions
Hear from Mary Waring: A Satisfied Client’s Perspective
How can I prepare for due diligence?
What is the difference between an asset sale and a share sale?
50% of Advisers Eye Business Sale in Next 2 Years, More Advisers Than Ever Looking to Sell
Understanding the Latest Regulatory Changes and Navigating Due Diligence
Negotiating with confidence
Do your due diligence on the buyers
Set your objectives for your succession plan
How the FCA Dear CEO letter will impact the IFA M&A market?
What sort of cost would a business seller expect?
Business Valuation Multiples See Market Correction, after Experiencing a Notable Spike
Important considerations for retiring from your IFA business
How will my business be valued?
How Do You Avoid Sellers’ Remorse When Exiting Your IFA Business?
How Do You Avoid Sellers’ Remorse When Selling An IFA Business?
Regulation ‘unquestionably’ driving more advisers to retire
Financial Planning M&A: The True Story
How to build your deal team?
What’s the role of the broker in a deal?
How long does it take to sell my business, and are there any delays that we can anticipate in advance?
Key points to consider when choosing an IFA broker
Why use a broker?
Strategies for A Successful Sale – Getting the most from an IFA broker
What should I look out for in a good IFA broker?
Regulatory changes may see ‘beginning of the end’ of consolidation in 2024
Selling the ‘Ideal’ Firm
8 Tips to Successful Buyer Meetings in IFA Business Sales
Six value drivers buyers are looking for in advice firms
How to prepare for buyer meetings
Selling your financial advice business? Use these business valuation methods
Watch Now: Valuing Your Business
Webinar – Selling the ‘Ideal Firm’ – 07th December
The five-point plan for selling a financial advice business with DBT exposure
Selling An Advice Business with DB Transfer exposure-25 mins Highlights
The legal implications of selling your business
The tax implications of selling your business-20 Mins Highlights
Multi-Adviser Firms in High Demand as Consolidation Race Heats Up
Our 9-step guide to selling your financial advice business
Current Outlook of the Buying Market -15 mins Highlights
Business Valuation Trends – 10 mins Highlights
Value Drivers – 6 mins Highlights
The Selling Process-10 mins Highlights
No alarms and no surprises: preparing for due diligence
79% of advisers include succession planning in their annual business planning cycle
Should you stay on or take the exit when selling your IFA business?
Business valuation multiples shoot up in spite of interest rate hikes
Preparing for Due Diligence in IFA Sale –30 mins Highlights
Top 8 tips for selling your IFA client bank
How adviser M&A deals have changed in 10 years of RDR
Eight ways to unlock the value in your IFA business before a sale
60% of financial planning business owners looking to sell in the next 3 years as valuations skyrocket
First Time IFA Buyer: How to Build Credibility in Vendor Meetings -5 mins Highlights
Managing Your Mindset: Preparing Yourself For Sale -30 mins Highlights