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Sell your IFA business whilst your team stay on

IFA SUCCESSION PLANNING

If your team want to continue working but can’t take over the firm themselves, we can help you find the right buyer so your clients and staff are looked after whilst you step back.

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WHY CHAPTERS CAPITAL

Turning a succession challenge into an opportunity

We often speak to IFA, wealth management and financial planning firm owners who have a great team keen to stay on after a sale, but who can’t complete an internal succession or buyout. This can leave owners in a difficult position: they want clients and staff properly looked after, but can’t step back or realise value until the ownership question is resolved.​

Designing a bespoke solution

We arrange succession deals for financial planning practices, usually via a sale to a carefully selected external buyer. This protects your clients and team, while allowing you to step back and realise value.

 

In many cases, it achieves a similar outcome to a management buyout (MBO), with more support around clients and staff.

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"Simon and Nancy at Chapters Capital took an informed approach to finding potential acquirers who would meet our brief, and as a result they saved us a lot of time with ‘quality’, rather than ‘quantity’ of meetings. 

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When we found the right partner, they helped immensely in guiding us through the process to a successful conclusion."

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Julian Palmer

Kingsbridge Wealth Managment

Our process

Frequently asked questions

Other ways we can help

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Considering your next Chapter?

Whether you are looking to sell now or at some point in the future, we would welcome the chance to have an exploratory conversation with you about your specific circumstances.

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