Leaving your Business
Capital values & equity participations
Many IFAs are reliant on the sale of their business as part of their own 'exit strategy'.
Historic offerings of 'shared ownership' have, by and large, failed to materialise.
Minority shareholding or options in unprofitable and financially insecure IFA businesses and networks have rarely provided the exit envisaged
Succession planning & practice buyout
A more robust and proven method enabling retirement is the long term succession planning and practice buyout model favoured and proven by Falcon Group Plc.
Falcon have the resource and track record to assist in the transition, and the potential acquisition of your business as appropriate.
Over a period of time you can secure long term income for yourself, continued employment for staff and ongoing service for your clients
We will assist you in finding, developing and if necessary funding your successor. We will provide help and assistance in negotiating terms, completing due diligence and agreeing contracts.
Next page - Flexible Solutions