Management buy outs: Factors IFA business owners should consider

‘Properly structured, these arrangements can benefit everyone’

clock • 4 min read

Lawyer Helen Curtis explores the issues to be aware of when mulling and ultimately executing a management buy out

Successfully setting up your own business is a lifetime's work, and sometimes it can be hard to work out what to do when it is finally time to step away. Not every owner of an independent financial advisory firm will want to sell to a third party. Maybe they are worried clients will want continuity or maybe their business is of the wrong size to be attractive on the acquisition market. Particularly for small but successful firms with close bonds with their clients, these issues can be a problem. But that does not mean there is not a way out. Instead, the right route may be a managem...

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 Business

Advising corporate clients: An ageing workforce comes with different challenges

Advising corporate clients: An ageing workforce comes with different challenges

Focus on employees who are unpaid carers

Tony Miles
clock 11 November 2025 • 4 min read
News editor's view: A week of warnings

News editor's view: A week of warnings

The news editor's Friday Night Takeaway from 7 November

Sahar Nazir
clock 10 November 2025 • 3 min read
Locking in business opportunities as wealth management evolves

Locking in business opportunities as wealth management evolves

Exploring wealth management business evolution

Jenna Brown
clock 07 November 2025 • 4 min read