Emotional journey: Catalyst Partners on the art of selling IFA firms

Getting clients ‘match ready’ before going to the marketplace

Jenna Brown
clock • 9 min read

Roderic Rennison, John Chapman, Martyn Laverick and Andrew Cumming, the seasoned industry professionals that make up Catalyst Partners, talk to Jenna Brown about the emotional journey that IFA business owners take when selling their firm…

Selling an advice practice is an emotional, sometimes fraught, journey for business owners throughout which they need support to achieve the right outcome for their clients, their staff and themselves, according to the four industry veterans that head Catalyst Partners. Formed in 2018 by Roderic Rennison and John Chapman, Catalyst Partners works with IFA business owners looking to sell. It helps them find the right home for their "life's work" and supports them during the process. The duo quickly evolved into a quartet with the addition of Martyn Laverick and Andrew Cumming - both of ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

PA Management Retreat 2024: Two weeks left to confirm your place!

PA Management Retreat 2024: Two weeks left to confirm your place!

Targeted two-day specialist event for owners and directors of advice firms

Professional Adviser
clock 03 May 2024 • 1 min read
All the advice firm acquisitions that have taken place in 2024

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 02 May 2024 • 1 min read
PA360: Advice industry should not 'shoehorn' younger generation

PA360: Advice industry should not 'shoehorn' younger generation

‘Next gen advice should be a profitable income stream for your business’

Isabel Baxter
clock 26 April 2024 • 2 min read