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sell-ifa-business-exeter

Are you looking to Sell IFA Business in Exeter ?

If you are considering selling your Exeter IFA business, you will find that Berkeley Cannon are highly experienced and qualified to assist in selling your Exeter IFA business with a  streamlined   IFA sales process. Large aquisition  firms are getting bigger and acquiring smaller entities, so there is a lot of deal activity across various sizes and categories of IFA businesses, with more buyers which is great for anyone selling a Exeter IFA now.

Berkeley Cannon, registered address, 2nd Floor of Berkeley Square House, in Mayfair, Exeter. We specialise in selling businesses nationally and across Exeter we sell many IFA businesses and provide a free to you review  and valuation of your IFA practice, which we will with your agreement present to both our new to market and established portfolio of IFA buyers. We are finding that Interest is not only from the Trade or larger Exeter  firms, Larger Corporates and Nationals, but also Specialist Buyers, PE Firms, Private Banks with exhaustive funding lines want to include IFA businesses into their portfolio and/or Groups. We understand some people are now considering selling their Exeter IFA business due to recent increased  insurance costs and administrative overheads and feel it is a good time to cash out and merge or retire. You do not pay our fee, buyers do, but the more we achieve for you the more we achieve, this aligns our commercial interests. Exeter IFA business. We ensure we identify suitable IFA acquirers for your  Exeter IFA business. We find buyers are more willing to buy the shares in your Exeter IFA practice where we negotiate mutually beneficial terms for you and the buyer. This takes into consideration risks associated with liability for advice, compliance, tax, and any disclosed liabilities. Our IFA executives will help you identify the unique selling points inyour Exeter IFA business  and present them in a way to justify the sale price you deserve to achieve.

There are several stages to selling your Exeter IFA business and it is important you recognise and understand what is involved. You can find a more in depth idea of what is required when selling your Exeter IFA practice here . Below is a summary of what you can expect when selling  Exeter  IFA businesses with  Berkeley  Cannon:

  • Highest Sale Price – the more we achieve for you, the more we receive
  • Established buyer portfolio ensuring your deal is prioritised, funded, and maximised
  • Free bespoke business and financial research as well as legal document preparation
  • Nationwide M&A Intermediary Services
  • No up-front fees or retainers as the buyer pays
  • Professional and experienced IFA team to walk you through the entire selling process

sell-ifa-business-exeter

Sell IFA Business Exeter

No deal is "too large or too small" as Berkeley Cannon specialise in selling Exeter IFA businesses with valuations of between £250K and £100 million. Our IFA sales executive team identify the unique selling points of your Exeter IFA businesses and present them to potential IFA acquirers. Our Exeter staff are chosen for their academic IFA knowledge and experience, many with backgrounds servicing leading Exeter investment banks, legal institutions, and accountancy firms. We are familiar with our portfolio of established IFA acquirers and have every confidence we can secure a “Best in Class” deal for anyone planning on selling their Exeter IFA practice. Whether selling shares or assets in the current market, we work to ensure you get the very best possible price for your Exeter IFA business.

Our professional and experienced IFA M&A Professionals  are only one phone call away. Contact us via our enquiry form below or visit our LinkedIn page.