IFA Talent

Acquisitions & succession

Thinking about the future of your firm? Talk to us in confidence.

Whether you are considering a sale, planning succession or simply want to understand your options, we offer discreet introductions to acquiring firms and consolidators, and practical support with the people side of any change.

Start a confidential conversation

In confidence

A discreet, people-first conversation

  • Discreet introductionsTo acquiring firms and consolidators
  • The people sideKey staff, retention and succession hires
  • Not corporate finance adviceTake independent professional advice

Important: we are not a corporate finance adviser. IFA Talent makes introductions and supports the people side of a sale or succession. We do not provide corporate finance, valuation, legal, tax or regulatory advice, and we do not negotiate or structure transactions. We recommend that any firm considering a sale, merger or acquisition takes independent professional advice.

How we can help

Discreet introductions, and the people side

A sale or succession is about people as much as anything else: your clients, your team and the firm that takes things forward. That is where we focus.

A confidential first conversation

An open, private conversation about what you are considering, what matters to you and your team, and the kind of firm you would want to work with.

Introductions to acquirers

Where it makes sense, discreet introductions to acquiring firms or consolidators that may be a good fit. Nothing about your firm is shared without your agreement.

People support

Help with the people side before and after a deal: key staff, retention, succession hires and post-deal recruitment.

People support

Keeping the right people in the right roles

  • Key staff. Thinking early about the advisers, paraplanners and support team your clients rely on.
  • Retention. Understanding what matters to your team, so that change is handled with care.
  • Succession hires. Finding an adviser, or a future adviser, to take on client relationships over time, if you would rather plan succession than sell.
  • Post-deal hiring. Helping acquiring firms fill gaps after a deal, from advisers and paraplanners to operations and compliance.

People support

Change handled with care

  • Key staff
  • Retention
  • Succession hires
  • Post-deal hiring

Advisers, paraplanners, operations and compliance.

How it works

At your pace, in confidence

  1. 1

    Talk

    A private conversation about your plans, your timescales and what a good outcome looks like for you.

  2. 2

    Agree what is shared

    We agree with you exactly what, if anything, can be shared and with whom. Early approaches can be anonymous.

  3. 3

    Introduce

    With your agreement, we introduce you to firms that may be a fit. You and your professional advisers take it from there.

  4. 4

    Support the people

    We help with key staff, retention and recruitment, before and after any change.

For acquiring firms

Growing through acquisition?

If your firm is looking to acquire, or you need people after a deal, from advisers to operations and compliance staff, we would be glad to talk. Any introduction to a firm owner is only ever made with their agreement.

Talk to us