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IFA Acquisitions
United Kingdom
เข้าร่วมเมื่อ 8 พ.ย. 2021
At IFA Acquisitions, our goal is to be the most respected IFA broker for Financial Advisors looking to buy or sell IFA businesses. On a daily basis, we support retiring IFAs who are faced with the dilemma of 'how do I sell my IFA business?'.
The specialist IFA Acquisitions team hold a sound knowledge on how to successfully broker IFA client sales and IFA business acquisitions. We have first hand experience of brokering substantial sales and purchase mandates from sole trader IFAs to large multi million pound deals.
The aim of our TH-cam channel is to help provide an insight into our extensive share IFA acquisitions expertise. If you would like to discuss any of our topics further, please do get in touch for a confidential conversation.
Telephone: 0208 0044 162
Email: enquiries@ifa-acquisitions.co.uk
Website: www.ifa-acquisitions.co.uk
The specialist IFA Acquisitions team hold a sound knowledge on how to successfully broker IFA client sales and IFA business acquisitions. We have first hand experience of brokering substantial sales and purchase mandates from sole trader IFAs to large multi million pound deals.
The aim of our TH-cam channel is to help provide an insight into our extensive share IFA acquisitions expertise. If you would like to discuss any of our topics further, please do get in touch for a confidential conversation.
Telephone: 0208 0044 162
Email: enquiries@ifa-acquisitions.co.uk
Website: www.ifa-acquisitions.co.uk
Series Ending | Herrington Carmichael & IFA Acquisitions
Thank you for watching our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael. Join Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, as they shared their top tips, discussed market updates, and gave their insights into the legal processes involved when buying or selling an IFA business.
Who are Herrington Carmichael?
Herrington Carmichael is a prestigious UK law firm offering legal advice to UK and International businesses as well as individuals and families. They were rated as a ‘Leading Firm 2024′ by the Legal 500 and listed in the Times ‘Best Law Firms’ 2024.
Herrington Carmichael Disclaimer:
All content reflects the law at the date of publication and is written as a general guide. It does not contain definitive legal advice, which should be sought as appropriate in relation to a particular matter.
Where to find Herrington Carmichael:
Web: www.herrington-carmichael.com/
Twitter: @HCsolicitors HCSolicitors
LinkedIn: www.linkedin.com/company/herrington-&-carmichael-llp/
Who are Herrington Carmichael?
Herrington Carmichael is a prestigious UK law firm offering legal advice to UK and International businesses as well as individuals and families. They were rated as a ‘Leading Firm 2024′ by the Legal 500 and listed in the Times ‘Best Law Firms’ 2024.
Herrington Carmichael Disclaimer:
All content reflects the law at the date of publication and is written as a general guide. It does not contain definitive legal advice, which should be sought as appropriate in relation to a particular matter.
Where to find Herrington Carmichael:
Web: www.herrington-carmichael.com/
Twitter: @HCsolicitors HCSolicitors
LinkedIn: www.linkedin.com/company/herrington-&-carmichael-llp/
มุมมอง: 59
วีดีโอ
Business cash, Consideration, Deferred Payments, & More! | Herrington Carmichael & IFA Acquisitions
มุมมอง 348หลายเดือนก่อน
Website: www.ifa-acquisitions.co.uk Telephone: 0208 0044 162 Email: enquiries@ifa-acquisitions.co.uk In the final episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss business cash, forms of consideration, deferred payments, and ...
Warranties and Liabilities | Herrington Carmichael & IFA Acquisitions
มุมมอง 123หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss warranties and liabilities involved with acquisition. Who are Herrington Carmichael? Herrington Carmichael is a prestigious UK law firm offering legal advice to UK and ...
Poaching | Herrington Carmichael & IFA Acquisitions
มุมมอง 2922 หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss poaching concerns and how Acquirers can protect themselves from returning Vendors poaching clients. Who are Herrington Carmichael? Herrington Carmichael is a prestigiou...
Top-Co, Consideration Adjustments, & Negotiating HoT | Herrington Carmichael & IFA Acquisitions
มุมมอง 2432 หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss Top-Co, Consideration Adjustments, & Negotiating Heads of Terms. Who are Herrington Carmichael? Herrington Carmichael is a prestigious UK law firm offering legal advice...
Valuing an IFA Business | Herrington Carmichael & IFA Acquisitions
มุมมอง 1692 หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss everything you need to know about valuing an IFA Business. Who are Herrington Carmichael? Herrington Carmichael is a prestigious UK law firm offering legal advice to UK...
TUPE Regulation | Herrington Carmichael & IFA Acquisitions
มุมมอง 1122 หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss employee rights and key information you need to know about TUPE regulation. Who are Herrington Carmichael? Herrington Carmichael is a prestigious UK law firm offering l...
Client Bank Disposal Guidance | Herrington Carmichael & IFA Acquisitions
มุมมอง 1582 หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, share their guidance for disposing of a client bank. Who are Herrington Carmichael? Herrington Carmichael is a prestigious UK law firm offering legal advice to UK and Internati...
Acquisitions Under Labour | Herrington Carmichael & IFA Acquisitions
มุมมอง 1923 หลายเดือนก่อน
In this episode of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael, Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, discuss the results of the recent general election and how a Labour government might affect acquisitions. Who are Herrington Carmichael? Herrington Carmichael is a prestigious ...
Introduction to Our Experts | Herrington Carmichael & IFA Acquisitions
มุมมอง 1193 หลายเดือนก่อน
We are excited to announce the release of our second weekly question and answer series with the experts at prestigious UK law firm, Herrington Carmichael. Join Gary Venner, CEO of IFA Acquisitions, and Alex Canham, Partner of Herrington Carmichael, as they share their top tips, discuss market updates, and give their insights into the legal processes involved when buying or selling an IFA busine...
Merry Christmas from IFA Acquisitions!
มุมมอง 3810 หลายเดือนก่อน
Merry Christmas and a Happy New Year from IFA Acquisitions! Thank you to all our buyers and sellers for trusting us to broker your deals. We look forward to making 2024 more prosperous for you! Music - My Christmas - AShamaluevMusic -th-cam.com/video/jfcDg68pv8U/w-d-xo.html
8 Tips for an Advisor's happy retirement
มุมมอง 11011 หลายเดือนก่อน
In today's video, our CEO Gary Venner shares his 8 Tips for an Advisor's happy retirement! For more information, head over to our website or give us a call! www.ifa-acquisitions.co.uk/ 0208 0044 162
How to prepare for selling your IFA business
มุมมอง 118ปีที่แล้ว
In today's video, our CEO Gary Venner, answers some of the common questions IFA's looking to sell their businesses often have. For more information, head over to our website or give us a call! www.ifa-acquisitions.co.uk/
National IFA sets out 3 vendor scenarios offering 5 times RI | IFA Acquisitions
มุมมอง 142ปีที่แล้ว
Does this sound of interest? Get in touch! 0208 0044 162 enquiries@ifa-acquisitions.co.uk Visit our site to learn more: www.ifa-acquisitions.co.uk/
Logistics of liquidating a business
มุมมอง 49ปีที่แล้ว
In this new series, Gary Venner CEO of IFA Acquisitions is joined by Glynn Mummery, liquidator and partner at FRP Advisory. They will discuss top tips and an insight into market conditions faced by company owners that are looking to exit and liquidate their companies. In today's video, Glynn and Gary sat down to discuss the Logistics of liquidating a business! Are you considering your exit stra...
Motivations for seeking a liquidation and business value that can be expected
มุมมอง 34ปีที่แล้ว
Motivations for seeking a liquidation and business value that can be expected
Impacts of liquidation on business owners
มุมมอง 40ปีที่แล้ว
Impacts of liquidation on business owners
What business owners can do to ensure a smooth liquidation process
มุมมอง 65ปีที่แล้ว
What business owners can do to ensure a smooth liquidation process
Liquidation of Ltd Co and LLP in the IFA market
มุมมอง 116ปีที่แล้ว
Liquidation of Ltd Co and LLP in the IFA market
Introduction to our experts | FRP Advisory
มุมมอง 161ปีที่แล้ว
Introduction to our experts | FRP Advisory
HR advice for those buying an IFA Business | Non-compete clauses, contracts, ELI and more
มุมมอง 342 ปีที่แล้ว
HR advice for those buying an IFA Business | Non-compete clauses, contracts, ELI and more
Brokers top tips for how to work with HR through acquisitions
มุมมอง 122 ปีที่แล้ว
Brokers top tips for how to work with HR through acquisitions
Doing your HR due diligence before selling your IFA business | Contracts, concerns and more
มุมมอง 502 ปีที่แล้ว
Doing your HR due diligence before selling your IFA business | Contracts, concerns and more
Brokers top tips for how to support people
มุมมอง 322 ปีที่แล้ว
Brokers top tips for how to support people
The staff journey through the IFA Acquisitions process | Consultation, timings, inclusion and more!
มุมมอง 322 ปีที่แล้ว
The staff journey through the IFA Acquisitions process | Consultation, timings, inclusion and more!
Introduction to our experts | HR People Support
มุมมอง 902 ปีที่แล้ว
Introduction to our experts | HR People Support
Looking to successfully acquire my first business via stock sale.
hello can any one say anything onm what will happen to invite shareholders after the deal with Labcorp
So If I sold a business for say £95k and applied for the BADR. would I only have to pay 10% CGT, eg, £9.5k, minus my allowance of £12,500 personal allowance. So a total of £8,250? Does this amount change depending on what you earned in income that tax year, as my accountant says it does?
"Promo SM"
Assume the IFA is retiring & is looking to sell his trail
Here's a Scenario....an IFa is subscribed to a Platform, let's say Quilter, to which some of their clients are subscribed. However, the IFA has approx 40 clients who are HNW, with min £500k invested with a DFM...The IFA "owns" the DFM clients, but is under the impression he must give his notice to quit the network b4 he switches the agency from the DFM to the purchasing firm....is this the case?
Hi Colin, We are pleased to see that you have been watching our informative TH-cam series. Due to the nature of your question, it would be difficult to answer without understanding if you are directly authorised or an appointed representative of a network or whether the DFM element is bespoke without platform based or using their MPS which is platform based. I suggest, that you contact our Acquisitions Team directly so that we can respond more appropriately: Telephone: 0208 0044 162 Email: enquiries@ifa-acquisitions.co.uk We would always recommend that you review your contracts for terms of business. Kind regards, Gary Venner
Interesting free advice. Thinking of selling? Like to know more? Calls us for a chat
Very Informative, thanks....
Thanks Colin, glad it was useful! Kind regards, Taylor Maddock Marketing Executive