To help you in the process we have taken our 10 years of M&A experience for IFAs and produced an ebook, covering the A-Z of selling your firm and giving you specific guidance on embarking on a business sale.

We are giving you the opportunity to download this book for free for the first time, and you will receive direction on:

  • The tax position of a business sale as of June 2024
  • The legal process and implications of a sale
  • What to expect from the due diligence process
  •  A comprehensive guide and the process and elements of a business sale
  • The importance of the role of the broker and what guidance they can bring

Download ebook here.

As many of you who have spoken to us before know, we are here to help you. There is no question too big or too small.