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Your legacy matters.
We're here to safeguard it.
Your Essential Guide to Successfully Selling Your IFA Business with Integrity and Confidence
Average age of IFA in the UK
Plan to retire in the next 5 years
We understand the emotional investment you've poured into your IFA practice. We ensure that your business is evaluated fairly, reflecting its true worth.
Our commitment is clear: we're here to help you retire on your own terms. Your hard-earned legacy deserves to be preserved, and by doing so, you're contributing to fostering a legacy of trust within the financial advisory industry. That's a mission we're proud to support.
We are dedicated to creating a future where retiring financial advisers can step into retirement confidently, knowing they've secured their legacy and their clients' financial well-being.
Worried about getting the best value for your hard-earned business? Rest assured, we'll leverage our extensive network and expertise to ensure you receive the top market value for your IFA business.
We respect your need for confidentiality. Our secure and discreet process ensures that your business details remain confidential until you decide otherwise.
Finding the perfect buyer who aligns with your business values can be challenging. With ExitwithPurpose, you'll have access to a pool of pre-screened, qualified buyers who share your vision and values.
Maintaining the trust and continuity of your clients' relationships is vital. We work diligently to ensure a seamless transition that reassures your clients and safeguards their financial well-being.
Our mission is to empower retiring financial advisers with personalised solutions, ensuring they exit their businesses confidently and with a sense of purpose
Our vision is to lead the industry in revolutionising retirement transitions, making it a seamless and fulfilling journey for every financial adviser
We value trust, transparency, and tailored support, committed to safeguarding advisers' legacies and fostering industry excellence
We connect you with potential buyers and will assist you in making sure you have all your ducks in a row to go into any negotiations strong and firm.
Transparency and good ungentioable ethics are the core of our business. We have a proven track record of helping advisers successfully transition into retirement. Additionally, we have numerous clients who have been in your shoes who will happily talk you through their experience.
Absolutely. We understand the importance of your clients and maintaining their trust. We only work with highly reputable firms who put the clients at the centre of everything they do. We can help you prepate a client transition plan to ensure a smooth handover, preserving your client relationships and their financial well-being.
The timeline is depending on various factors, including the complexity of your practice and your goals. On average, the process can take several months to a year. We work closely with you to develop a customized timeline that suits your needs.
They employ industry-standard valuation methods, taking into account factors like client assets, revenue, profitability, client retention, and market conditions. Our goal is to provide you with the best options you that reflects the true worth of your practice.
You will incur zero fees. The company purchasing your business is responsible for paying the referal fee and this is agreed separate to any valuation of your business.
Absolutely. There are different options available. If you decide to Sell & Go, you will typicall be expected to be involved in the transition for 6 - 12 months. There is also options for you to sell a portion of your client bank and stay on until you decide to retire. You can also join and get an upfront payment on the value of your whole client bank plus an additoinal pay out for anything you bring after that. There are many options available to you.
Industry average is around 3% but we can secure you with some buyers up to 8%
To get started, simply reach out to us through our contact form or by giving us a call. We will schedule an initial consultation to discuss your goals and needs. From there, we will create a personalized plan to guide you through the retirement transition process.
Our unique combination of experience, industry expertise, and personalized service is what sets us apart. We understand the specific challenges faced by retiring financial advisers and tailor our services to address those needs, ensuring a seamless and successful transition into retirement.
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