Have a read of this FTAdviser article ‘Our IFA Targets Need to Start Planning their Exit Years in Advance’ written by our Managing Director, Tim Whiting !
This article highlights what we look for when purchasing a retiring IFA and how IFA’s thinking about selling can best prepare.
https://www.ftadviser.com/opinion/2022/08/31/our-ifa-targets-need-to-start-planning-their-exit-years-in-advance/?page=1