Why EIS and BR are powerful tools in the advice consolidation equation

The UK financial advisory market continues to evolve through the profound transformation brought about by the ongoing growth of consolidation. Once a peripheral trend, consideration of current and future business value has become the dominant force shaping owner-managed financial advisory firms. Private equity-backed consolidators, national networks, and regional acquirers are actively seeking to acquire high-quality IFA firms. For advisers considering a sale, whether in the short or medium term, the question is no longer if they should prepare for acquisition, but how they can maximi...