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IFA Purchasers Birmingham

IFA Purchasers Birmingham

Are you looking for an excellent value IFA purchasers Birmingham ?

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

Our staff are chosen for their academic IFA purchasers Birmingham 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 Scotland 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 Birmingham 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 Birmingham 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 London 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 BirminghamMeeting – 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 Birmingham 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 Birmingham 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 Birmingham

Berkeley Cannon are regulated and experience to help IFA purchasers Birmingham 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 Scotland please contact us via our enquiry form below

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

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