This is a must-watch in-depth discussion about how an IFA can sell, purchase, or retire from their business, where you will learn everything, you need to know about the benefits of exiting, maximising exit value, and how to find the perfect deal.
Our panel of leading experts shared their insights with Alex Sullivan, CEO and Managing Partner of IFA Magazine who chaired the conversation. Topics included the current environment of M&A in the financial advice sector and the important things to note for IFAs looking to start their exit journey in 2024 so that the outcome is a win-win-win, for buyers, sellers and their clients.
The panel of expert speakers is made up of Daniel Jones, Head of M&A at Succession Wealth, Sophie Colloby, Partner at Dow Schofield Watts, and Keith Brown and Kayleigh Fox, CEO and Acquisitions Manager at Wealth Holdings respectively, who explained everything you need to know about selling, purchasing, or retiring from an IFA business. They offered a range of perspectives from different areas of the changing environment of financial services M&A which left no question unanswered.
Don’t miss out on this engaging, interesting and honest conversation about M&A that is sure to get you thinking about the future of your business, your clients and your own future too. The key message was to start the process today, so do that by watching the webinar using the following link: Click Here!
