Sell and stay: How to sell your business and carry on advising your clients

Selling your advice firm does not have to mean retiring straight away. A sell and stay deal lets you realise the value you have built, step back from running the business, and carry on advising the clients you have spent years working with.

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This webinar is for IFA and financial planning business owners who want to understand what a sell and stay deal looks like in practice. 

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Simon Bouke will be joined by Ryan Seaton, Head of M&A at Absolute Financial Group, and [add third panelist].

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You will leave knowing:

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• What a sell and stay deal involves, and how it differs from a clean exit

• Exactly what your day-to-day role looks like after completion

• How long you can remain in the business, and whether your staff can also stay on

• How consideration and earn-outs are structured, including how new business during the post-sale period will be evaluated

• What happens to your clients' fees and investment proposition after the sale

• How the deal process itself is affected: timeline, due diligence and legal complexity

• Whether your business would be eligible for this kind of deal, and what buyers look for