by Alan Marks | Apr 15, 2025 | For Clients
Truth, Timing & Tariffs: A 2025 Reality Check for IFAs Considering a Sale” Is this a good time to seriously consider selling a business? The short answer is: it could be if the time is right for you. While the market for financial advisory businesses remains...
by Alan Marks | Apr 15, 2025 | For Clients
Future-Proofing Your Business: Adapt, Grow, or Exit? At Harrison Spence, we are often the first point of contact for IFAs looking to gauge the state of the market. Whether you’re simply curious about your business’s value or actively considering a sale, knowing...
by Alan Marks | Apr 15, 2025 | For Clients
Navigating the IFA Market in 2025 – Is Now the Right Time to Sell? A Shifting Market: Opportunities and ConsiderationsThe IFA market remains favourable for sellers, with strong demand from acquirers looking to consolidate smaller firms into larger, more efficient...
by Alan Marks | Apr 15, 2025 | For Clients
Beyond the Pre-Sale MOT: Keeping Your Business Ready for the Future A few weeks ago, I emailed everyone about the benefits of a Pre-Sale MOT—a process designed to give your business “Kerb Appeal” when preparing for a sale. Following that, I had a conversation with an...
by Alan Marks | Jan 28, 2025 | For Clients
The Importance of a Pre- Sale “MOT” Last Friday, I had a Teams meeting with two IFAs who, after much deliberation, have decided to retire. The crux of our conversation was whether there would be enough time to facilitate a sale before the increase in...
