Insights.
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- Business Valuation
- Buying Businesses
- Preparing for Sale
- Tax & Legal
- The Sale Process
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?
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?
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
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
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
Our 9-step guide to selling your financial advice business
Should you stay on or take the exit when selling your IFA business?
Top 8 tips for selling your IFA client bank
Eight ways to unlock the value in your IFA business before a sale
Managing Your Mindset: Preparing Yourself For Sale -30 mins Highlights