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Invest in your most valuable asset - your business!

A firm with good data and processes will support a higher valuation and will also be readily accessible and transferrable to a potential purchaser once a deal has been agreed.

As an IFA considers selling their business, their attention is often drawn to the quality of their data and systems.

It is perceived wisdom that the selling IFA will have set out a clearly defined exit strategy at least 5 years before exit.

Maximising and demonstrating the value of their business will be essential during this process.

Many firms still don’t have suitable systems that allow them to clearly demonstrate the value within their business.

We can help by collating client data from various sources to produce valuable and meaningful reports that will aim to support the value being placed on the business. Once an agreement to sell the business has been made, we can also provide data extracts to facilitate uploading client data into the purchaser’s systems.

We provide a very cost effective solution to this issue.

We will have an initial conversation over the phone and then if appropriate, arrange to meet with you. We are also in touch with a number of IFA broking firms who we could make an initial enquiry to on your behalf, for an arms-length value guide for your business.

Please contact us in confidence for a no obligation chat and learn more about how we can help.

Here to help you maximise the value of your business

Please contact us in confidence for a no obligation chat and learn more about how we can help.