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We are working with a number of firms who are looking to acquire IFA and mortgage businesses. So if the time is right for you to exit the industry, we can help you get the right deal for you. We’ll support you to:
If acquiring another business is part of your growth strategy, we can introduce you to quality IFA and mortgage firms looking to exit the industry. Our comprehensive assessments are based on our close relationships with sellers and consider cultural fit alongside due diligence. We can:
We work closely with you to understand your priorities and objectives before making introductions.
We bring acquiring and exiting firms together based on in-depth knowledge built through relationships.
We offer practical advice and guidance based on years’ of experience and insight.
We promote an open and honest approach between sellers and buyers to get the best possible result for all.
Lines are open between 9am-5pm, Monday to Friday.
Contact our sales team to learn more about our membership options.
(choose option 1)