View from an M&A consultant: Getting the maximum when selling an advice business

When you sell your house, you'd make sure the dirty dishes are away, flowers are on the table and the grass is cut. But I hear so many IFAs say they're looking to sell their practice yet not make any effort to ‘tidy up'. An IFA practice sale tends to be left to the very last minute - it certainly doesn't have the preparation and planning they'd put into working with a client who's looking to retire years ahead. They might argue that they're too busy with clients to think about their own practice. Blank sheet of paper So, I would very simply suggest: switch the computer off, have no ...