The poll of over 150 advisers took place during a webinar ‘Future proofing your business for a sale - now or in the future’ which was jointly hosted by
Without clients, advisers have no business. So, when the time comes for advisers to exit their business, they want to know an acquirer will take care of those valuable clients they are passing on. But how can advisers be reassured their clients will be in safe hands when selling up?
Advisers preparing to exit the profession should get their business in shape long before sitting down with brokers or potential buyers as any “gremlins” will be discovered eventually, delegates heard.
The interplay between flexible/hybrid working, phased retirement and pension freedoms sets up a very different kind of retirement planning for new advisers and their clients.
City & Capital Acquisitions, a merger & acquisition (M&A) business for financial planning firm owners, has revealed it is rebranding to The Exit Partnership.