Maximise value for exit
In our experience, many IFA firms do not consider their exit plan until close to the time of selling the business. This lack of planning oftens leads to the full potential value of the business not being realised.
Every firm is different and suitable acquirers will be looking for particular elements that will add value to their business.
We work with business owners to ensure they are building value over time, and to guide them on shaping their wealth management business into a realistically saleable asset in line with their own retirement goals;
- Current evaluation of your business
- Recommendations on expansion and development
- Reshaping client book in order to maximise outcome for client and broker
- Identification of acquiring businesses and alignment to their needs
- Access to potential acquisition partners
Succeed with IFA Gateway
Whatever stage of the journey you are at, we will help you realise your full potential and acheive your ultimate goals.
Find out how we can help you achieve your business ambitions.
We would love to discuss your requirements, advise on how we can assist you and to hopefully partner with you on your business journey, wherever you are.
Paul Brown
CEO