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Buying or Selling
an IFA Business

Buying or Selling an IFA Business

Acquiring another business to help with growth, or selling your business as part of your exit strategy, can be a daunting experience. 

So having a specialist team on hand that understands the unique challenges and complexities of your sector can provide additional peace of mind that you’ll achieve the maximum value from the transaction.

A proven track record working with independent financial advisors

Our Corporate team has in-depth expertise and long experience helping IFAs expanding through mergers and acquisitions or selling their practices on. We have advised firms controlling over £1.5bn of funds under management, and released over £50m to clients.

An IFA legal advisor that knows your market intimately

Over the last five years the team has advised IFAs on the full range of corporate services, including:

  • mergers and acquisitions
  • advisor incentives
  • pre-sale reorganisations
  • due diligence
  • share purchase agreements
  • warranties and indemnities
  • mitigating risk.

A multi-disciplinary, teamwork approach to securing you success

Our IFA clients also benefit from the multi-disciplinary team approach we can apply. Our complementary perspectives include substantial expertise in property law, employment, data protection and intellectual property – whatever it takes to achieve the best results.

 

“Giles acted for me on the sale of my company, Warwick Butchart Associates Limited, to a national consolidator. His expertise acting for vendors of IFAs and Financial Planning firms was clear from the start and was very helpful throughout this complex and demanding transaction. I was very pleased with the quality of his advice and felt reassured that he could remain calm under pressure. He has excellent communication skills and we built up a good rapport, which gave me confidence that I was in good hands.”

David Burren, Warwick Butchart Associates Limited

 

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