Guides to financial advisory acquisitions
Everything you need to know about buying or selling a financial services business or client bank.
There’s no denying that acquiring a successful financial advisory firm or client bank can be a great way to bolster your own growth plans, while seeking an exit strategy for retirement can provide a host of rewards – both financial and otherwise.
If you’re looking to grow your financial services business with the purchase of an existing practice, or perhaps you’re a retiring IFA who’s planning ahead, our collection of guides are designed to offer the advice you need, at the right time.
Nine Things to Consider Before Purchasing an FA Firm or Client Bank
Nine Things to Consider Before Purchasing an FA Firm or Client BankWhere to Begin by Victoria Hicks, director at The City & Capital Group. Acquiring a successful Financial Advisory (FA) firm or client bank can be a great way to bolster your own growth plans. But, it’s important to make sure you have absolute clarity on the process involved – before you commit to buy. Retaining clients and key members of staff, as well as [...]
Nine Questions to Ask If You’re Thinking of Selling Your Financial Advisory Firm
Nine Questions to Ask If You’re Thinking of Selling Your Financial Advisory FirmWhere to Begin by Victoria Hicks, director at The City & Capital Group. There are many reasons why you might be considering the sale of your financial advisory (FA) firm, or client bank. From seeking an exit strategy for retirement, to reducing the burden of compliance in order to spend more time with clients, selling a business can provide a host of rewards [...]
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Guest Blog – Insight from an Outsourced Paraplanner
By Edward Spencer DipFA – Founder & Owner at Para-dox Paraplanning The role of the paraplanner has certainly evolved over the years, but the reliance and importance of the paraplanner has most probably been the biggest change. Amongst the vast majority of IFA and financial planning practices across the country, the paraplanner has become an integral part of the team. The definition of a paraplanner can vary considerably throughout the profession, and I’ve witnessed this […]
WHY are our sellers selling?
Why are our sellers selling? As Simon Sinek once said – “Start With Why” – so that’s what we do! Why are you thinking about selling your business? In working with our sellers well in advance of beginning the acquisition project, we dig deep, getting to the source of why they are considering a sale,ensuring their objectives are fully met. Here’s a round-up of the top 6 reasons our sellers are seeking an exit, in […]
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