Saltus Partnership Programme’s Nick Heath on key considerations for IFAs looking to sell their business
Selling a planning firm is much more than a purely financial decision. It's an emotional one. It marks the culmination of a career; it's an important financial decision, of course, but also an important personal decision. Alongside agreeing a valuation that works for everyone, when negotiating with potential buyers you naturally feel compelled to uphold your responsibilities toward both employees and clients. However, when the time comes to sell, advisers often feel that all anyone wants to discuss is the financials of the deal. Fielding offers, listening to pitches and managing a fle...
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