Mark Donnelly: 10 tips for advisers looking to sell up

Overall deal structure

clock • 4 min read

Selling an advice business should be something owners plan for when they do not need to sell, writes Mark Donnelly. Here he shares his insight after 10 years of acquisition deals...

With 50 acquisitions under our belt and a decade of experience in the marketplace, it's safe to say we've learnt a lot over the years. Transparency and trust run through our core and supporting IFA businesses to achieve their growth potential is a fundamental part of our proposition. Drawing on a decade of deal-making expertise, I've pulled together our top 10 tips for selling your IFA business; what works, what doesn't and how to get your business in the best shape possible. Start planning in advance First off, whether you're planning for a future exit, or looking to release ca...

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