Mark Donnelly: 10 tips for advisers looking to sell up

Overall deal structure

clock • 4 min read

Selling an advice business should be something owners plan for when they do not need to sell, writes Mark Donnelly. Here he shares his insight after 10 years of acquisition deals...

With 50 acquisitions under our belt and a decade of experience in the marketplace, it's safe to say we've learnt a lot over the years. Transparency and trust run through our core and supporting IFA businesses to achieve their growth potential is a fundamental part of our proposition. Drawing on a decade of deal-making expertise, I've pulled together our top 10 tips for selling your IFA business; what works, what doesn't and how to get your business in the best shape possible. Start planning in advance First off, whether you're planning for a future exit, or looking to release ca...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Budget M&A impact: 'We completed three deals' the day before

Budget M&A impact: 'We completed three deals' the day before

Advice firms pushed to get deals in before 30 October CGT changes

Jen Frost
clock 31 October 2024 • 3 min read
Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advanta Wealth is Multiply AI’s latest client

Isabel Baxter
clock 31 October 2024 • 2 min read
All the advice firm acquisitions that have taken place in 2024

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 29 October 2024 • 2 min read