Succession Planning

Succession planning is not just for the seller, but more importantly, vital to the success of the buyer’s business. Identify your buyer well in advance; don’t rely on others to sell your business for you. We fully embrace this with our ‘PREPARE’ approach towards succession planning and are here to help you through the process. It’s the option we’ve developed here at Truly Independent and it involves matching a retiring adviser with a level 4 qualified Truly Independent Adviser in a comprehensive acquisition process.

The map below helps to identify both those who are wishing to sell their current IFA business and head into retirement; as well as those who are looking to buy another IFA business to expand their own. If you wish to sell your current business or are looking to buy one you can add your details via the form at the bottom of the page.