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

Feel Good Friday: Castlefield partner expands not-for-profit refill hubs across Cheshire

Feel Good Friday: Castlefield partner expands not-for-profit refill hubs across Cheshire

Project run by Eco Communities

Professional Adviser
clock 15 May 2026 • 1 min read
Closing the advice gap: The case for attitudinal targeted support

Closing the advice gap: The case for attitudinal targeted support

TISA’s Sophie Legrand-Green on a ‘significant’ way to influence consumer behaviour

Sophie Legrand-Green
clock 14 May 2026 • 4 min read
Women in Financial Advice Awards 2026: All the nominations!

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

Professional Adviser
clock 14 May 2026 • 29 min read