IFA Client Sale

Straight talking, plain speaking and no nonsense

Simple Sale

An immediate cash payment to the retiring IFA. This is a higher risk option to the purchaser and is normally reflected in the price.

Staged Sale

Due to the effects of the credit crunch, more buyers wish to pay a capital sum up front and further capital payments over a subsequent period of months.

This enables a manageable introduction of the clients by the seller to the buyer.

This is a lower risk option to the purchaser, and the price tends to be higher than a 'Simple Sale'

Some selling IFAs may wish to continue to work as an advisor in the new business, having already capitalised.

Merger

To gain security and economies of scale, more organisations are choosing to merge with others. This can occur in a plethora of ways.

This mechanism is frequently used by traditional solicitor's or medical practices.

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