Catch up on the webinar recording: Merger & Acquisitions (M&A) – an Outlook for the IFA market.

by | Feb 27, 2024

Share this article

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!

Share this article

Related articles

Are you building and running a compliant CIP?

Are you building and running a compliant CIP?

In helping provide guidance on building and running a compliant CIP, Investec have arranged for Mike Barrett, Consulting Director at the Langcat, to join their upcoming webinar on Tuesday 5 March at 11am. In the webinar, Mike will explore this ever-changing regulatory...

Sign up to the IFA Magazine Newsletter

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode