BUYING AN IFA
Are you looking to buy an IFA business? If you are then Harrison Spence can help you acquire a suitable business after discussing your specific criteria.
We deal with acquirers of all shapes and sizes and have specialist knowledge in this sector of the market. In 2016 Acquisition International awarded us “Best Retail Practice UK for our work in this field.
We are pleased to report that in 2019 Acquisition International have awarded us “ Most client focussed M&A advisory firm UK
We have an 85% success rate when appointed.
Why choose Harrison Spence to source an IFA to buy?
We put our high success rate down to two main factors:
- Experience-Most of our partners are previous IFAs and have first-hand experience of both setting up an eventually selling an IFA business. We have also been instrumental in acquiring IFA businesses for our respective companies and this gives us the ability to see both sides of the equation.
- Our Unique Service-We endeavour to bring businesses with similar aspirations and cultures together and this helps facilitate a smooth purchase or merger of the businesses. Our approach is unique in that we work for both the acquirer and seller as an independent and impartial party in the business relationship. Our success rate is substantially higher than the usual corporate finance or broker results.
One critical aspect is matching the culture of the two businesses and we pride ourselves on doing this so that in the end it is a win/win/win deal. That is a win for the seller a win for their clients and a win for the buyer too.
With the number of IFA businesses currently coming on the market diminishing, competition to buy an IFA is at an all time high. Our offering can help you stay ahead of the pack and deliver a real advantage when it comes to negotiations. Our service is highly professional, and we know that first class and transparent communication throughout the whole process is essential, you won’t need to chase us for updates and status reports.
If the service you require is not listed on our website, please contact our office by telephone or e-mail and we will do our best to assist.
We also welcome any general business question you may have. We have a very established and wide range of industry contacts at all levels up to company CEOs
If we don’t know the answer, we can usually steer you in the right direction.