Independent Financial Advisor (IFA) Businesses Wanted – (Ref. RSS/SP)

IFA firm seeks acquisition opportunities for on-going business development.

Independent Financial Advisor (IFA) companies (or individuals) wanted with existing client banks, Funds Under Management (FAM)/Assets Under Management (AUM) and recurring revenues in order to grow their existing Directly Authorised (DA) business.

All size firms and any location considered with flexible approach by the purchaser.

Ideally suits retiring IFA’s, as the purchaser will prefer working through the acquisition with the seller, over a settling period of time, to suit both parties expectations.

 

Yes, I may have a business to interest this buyer – please contact me!