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IFA Purchasers South East

IFA Purchasers South East

Are you looking for an excellent value IFA purchasers in the South East of the UK?

If so, you will find Berkeley Cannon specialise in working with IFA purchasers South East to establish a great deal for IFA purchasers and acquirers.

Our staff are chosen for their academic IFA purchasers South East prowess and IFA business experience. Many have backgrounds with leading investment banks, legal houses and accountancy firms so  understand the needs of IFA purchasers and understand how much an established retiring IFA business in the south east is worth.

Berkeley Cannon specialise in IFA sales with a valuation of between £250K and £1million or more. Our IFA sales executives identify the unique selling points of an IFA businesses and present them to potential sellers. There are a number of stages to the IFA sales process:

  • IFA Sale South East Review - Exploring the value of existing IFA businesses in London. Our executives are available to speak with you at length to develop an understanding of your IFA sale needs
  • IFA Sale South East Instruction If you instruct Berkeley Cannon to sell or buy an IFA business, we can assist you at no cost associated with the Instruction to Market.
  • IFA Sale For South East Information Memorandum - We create an Information Memorandum (IM) to for IFA sales
  • Identifying an IFA Acquirer We create a summary of your IFA business and circulate that information around the IFA acquirer community with an NDA (Non-Disclosure Agreement) before we send them a full IM.
  • IFA For Sale South East Meeting - Once the acquirer has read the IM and signed the NDA, we liaise to organise a sale meeting. IFA acquirers present a multitude of offerings from share swaps, to earn out agreements, to full sales on completion date.
  • Signing IFA Sales Heads of Terms The retiring IFA will provide some pre offer information for an acquirer to present an offer based on the value of your IFA business and offer. The Heads of Terms provide a framework for the subsequent sale documents.
  • IFA Sale Due Diligence - This will usually take 6-8 weeks and includes the time taken to draw up the IFA share sale (or asset sale) agreements and the disclosure letter. The IFA  purchaser will review all the information and confirm that the information we provided in our IM is accurate. A completion date is agreed and worked towards.
  • IFA Sale Completion - On completion date the IFA seller will transfer funds to the acquirer’s solicitor who will take their costs, pay fees and any additional costs incurred in the IFA sale.

IFA Purchasers South East

IFA Purchasers South East

Berkeley Cannon are regulated and experience to help IFA purchasers in the South East of the UK  throughout the business purchases process with advisers only a phone call away. Our fee structure is commission based, so we ensure there are multiple acquirers looking at your IFA business. If you are a retiring IFA, or looking to buy an IFA business in London please contact us via our enquiry form below

https://www.berkeleycannon.com/contact-us/

Visit our LinkedIn page here.

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