Selling up? Six things to bear in mind

clock

Thinking about selling your business? Charlotte Richards finds out all you need to know from experts who have bought and sold firms in the past.

With RDR less then 12 months away, some advisers will have already made the decision to exit the industry rather than meet the new requirements. But how can you ensure you get the best value for your advisory business and leave your clients in safe hands? 1 Do your homework Rob Stevenson, director of business consultancy firm Kingmakers Group, recommends doing your homework. “Put yourself in the purchaser’s shoes and get as much information as you can about what factors are affecting their decision,” he says. “The more information you get, the easier the process of selling will be.” ...

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 profession

In Accord launches advice firm client investment 'badge' initiative

In Accord launches advice firm client investment 'badge' initiative

To demonstrate commitment to understanding client needs

Laura Purkess
clock 17 February 2026 • 2 min read
Feel Good Friday: Quilter pledges £3m towards financial education

Feel Good Friday: Quilter pledges £3m towards financial education

Alongside £1m in grants supporting charities

Professional Adviser
clock 13 February 2026 • 1 min read
Brits unlikely to see IFAs despite Budget impact

Brits unlikely to see IFAs despite Budget impact

Just 19% were likely to seek advice, Continuum finds

Isabel Baxter
clock 12 February 2026 • 3 min read