Consultancy - Buying


This is a bespoke service for medium to large companies looking to acquire IFA businesses and is tailored to suit your needs. Initially we offer a free one hour consultation to establish how we can help. During this time, we will ask the following questions:


  • Where, what and why are you looking to acquire?
  • Have you created a valuation and acquisition model? 
  • If so, how does that model compare to your competitors, and how would you present it?
  • How would you best describe your company culture to the owner of a business you were looking to acquire?
  • How do you currently propose searching for, and then approaching, companies to acquire?
  • What do you think the main pitfalls of the acquisition process may be?
  • How long do you think an acquisition will take to complete? 
  • When do you wish to complete your next acquisition?


Following the discussion, we will write to you with a detailed proposal identifying areas where we can help and outline the costs involved.


When we are engaged on a consultancy basis we have a proven ability of completing highly succesful deals with some of the largest consolidators in the UK.


Please contact us if this service may be of interest to you.     Tel: 0207 754 5906