Selling your business

If you run a successful IFA business but are looking to retire, then talk to us. In many cases, owners are not clear about the true value of their business, built up over years of hard work. Often, there is also no clear management succession to effect a buy-out.

Then there is your concern for your clients. You want to ensure that they continue to receive the same quality advice that you provided. With Kellands, you can guarantee that your clients will continue to receive excellent service and advice after your retirement.

Kellands offers a range of options when it comes to buying IFA firms, to meet your needs as well as the ongoing needs of your clients. The value of your business is based on the amount of renewal and trail commissions it receives. After the usual due diligence process, we can then discuss a straight cash buy-out, or an earn-out retirement basis, whereby you continue to receive a significant proportion of your renewal income for a number of years.

Each case is different and we are very flexible in our approach.

To find out more, contact us now.