The smartest business owners are thinking about legacy, not just liquidity

Selling a financial planning firm can feel ‘all-consuming’

clock • 4 min read

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...

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

All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 11 May 2026 • 2 min read
Editor's view: The barbecue test – women and the future of advice

Editor's view: The barbecue test – women and the future of advice

The editor's Friday Night Takeaway from 8 May

Jen Frost
clock 08 May 2026 • 4 min read
Consumer Duty driving advisers to justify and evidence fee increases

Consumer Duty driving advisers to justify and evidence fee increases

Clients willing to pay more but expect tangible service upgrades

Isabel Baxter
clock 08 May 2026 • 1 min read