We have a firm in West Yorkshire looking to purchase other IFA practices. The practice is medium sized and seek to buy smaller IFA firms.
The firm have acquired one practice already and seek to buy more.
Initial lump sum on offer, followed by further payments.
Procedure is as follows:
1. You register an interest and sign a confidentiality undertaking. The purchaser does the same.
2. On receipt of the undertaking, we release contact information to each party.
3. You negotiate directly (and with our assistance if required) and agree a price.
4. The purchaser completes the deal and pays our fee.