IFA Seller Bristol

IFA Seller Bristol

Are you looking for an excellent value IFA seller Bristol ?

If so you will find Berkeley Cannon specialise in working with IFA sales in Bristol, to establish a great deal for IFA sellers and buyers. We are a leading business intermediary with deal size ranging from between £250K and £1million or more. Our staff are chosen for their academic IFA seller prowess and IFA business experience. Many have backgrounds with leading investment banks, legal houses and accountancy firms so  understand the needs of IFA sellers and buyers and understand how much an established retiring IFA business is worth.

Berkeley Cannon specialise in working with IFA sellers Bristol and our sales executives identify the unique selling points of IFA businesses and present them to potential sellers. There are a number of stages to the IFA seller process:

• IFA Seller Bristol 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 Seller Bristol 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 Seller Bristol Information Memorandum - We create an Information Memorandum (IM) to for IFA sellers
• Identifying an IFA buyer – We create a summary of your IFA business and circulate that information around the IFA buyer community with an NDA (Non-Disclosure Agreement) before we send them a full IM.
• IFA Seller Bristol Meeting - Once the buyer 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 Seller Heads of Terms – The seller IFA will provide some pre offer information for an acquirer to present an offer based on the value of the IFA seller business and offer. The Heads of Terms provide a framework for the subsequent sale documents.
• IFA Seller 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 for the IFA seller is agreed and worked towards.
• IFA Seller Completion - On completion date the IFA seller will transfer funds to the buyer’s solicitor who will take their costs, pay fees and any additional costs incurred in the IFA sale.