Simon Goldthorpe: How much is your IFA business really worth?

Liabilities and succession planning

clock • 4 min read
Simon Goldthorpe: How much is your IFA business really worth?

A lot of factors contribute to the value of a financial advice business. Simon Goldthorpe takes a look at some of the most important elements, including succession planning, liabilities and quality of data...

If you're an adviser thinking about selling your business, then you've probably been pondering how much it's worth. The age-old way of valuing an IFA firm is based on recurring income - typically between...

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