Sell My IFA Business

Fast and Effective sales of IFA Businesses or Client Books

At IFA Market Limited, we take pride in being the premier specialist Independent Financial Advisors (IFA) broker, dedicated to facilitating the sale of businesses and client books within the financial advisory sector. With our unparalleled expertise and unwavering commitment to excellence, we ensure that our clients receive the best prices available in the market.

With a robust network of sellers, IFA Market Limited has over £1 billion in client mandates set to be completed in 2024. This substantial figure underscores our dedication to facilitating successful transactions that benefit both parties involved. If you are looking to sell your financial advisory business or client book, IFA Market Limited is your trusted partner in navigating the complex landscape of IFA transactions.

If you are considering selling your IFA business, we bring the expertise and experience needed to guide you through every step of the process. From the initial consultation to the final handshake, we are committed to providing you with comprehensive support and personalised advice. Our team is dedicated to understanding your unique objectives and working tirelessly to secure the ideal deal that aligns with your financial goals, plans, and the legacy you’ve built. Trust us to make the process smooth, efficient, and tailored to your needs.

Contact Us!

With our team of seasoned professionals, we are committed to providing you with personalised service tailored to meet your specific needs and goals. So contact us and find the perfect buyer who’s goal aligns with yours.

3 Things to ask Yourself Before Selling

1. Do You Have a Desirable Business?

There are certain aspects within businesses that owners are not aware of that could affect the sale. For IFAs, these could be high-risk areas of investment, namely, DB pension transfers. Some don’t realise that this could mean that some acquiring businesses will not deal with them as they do not want to be associated with or takeover the risk.

2. Does it Meet the Minimum Criteria?

It is common practice for acquisition brokers and selling websites to have minimum criteria vendors must meet to deal with them. This could be funds under management (Assets under management) or recurring income.

3. Are You Ready For This Process?

Unfortunately, selling your IFA business is not always a straightforward process. In an ideal world, you would find a suitable buyer with ease, get a deal in place, sign heads of terms and finalise with completion. Whilst this can be the case, usually, it will take a little longer than this!

Our Selling Process!

1. Business Valuation and Analysis

We provide a great business valuation service to ensure you receive the best possible price.

2. Connecting with Qualified Buyers

With our network of qualified buyers, we can match your business with interested parties who align with your value and client service standards.

3. Managing The Sales Process

From the initial inquiry to the final transaction, we will support you throughout the process!

4. Ensuring Regulatory Compliance

We provide guidance and support to ensure you comply with FCA (Ffinancial Conduct Authority) regulations!

5. Post-Sale Transition Support

Our service doesn't end with the sale. we assist with the transition to the new owners, ensuring client retention and staff retention.

Contact Us

Fill in the form below and we’ll be able to help you through the process of selling your IFA.