Whether you are just considering your options or are ready to take the first step, please contact us for a confidential conversation about how we can help you with succession planning for your business.
At Attivo Group we understand how important it is to find a company that has high standards of service and will put your clients first.
Our growth strategy is through the acquisition of independent financial advice companies and having successfully acquired over 30 IFA businesses in the last decade, our acquisition process has been well honed to ensure the smoothest handover for you and your clients.
We consider both asset purchase and share purchase arrangements and the corporate structure of your business can be a limited company, partnership, or sole trader. We will offer a realistic, fair and equitable price for your business, treating all opportunities with confidentiality and sensitivity.
We regularly monitor the ongoing appropriateness of our acquisition process to ensure we remain working in the best interest of clients, and in compliance with legal and regulatory parameters.
In order to value your business, we will look at:
Should you decide to sell your business to us, we will work with you to ensure a smooth transition for both you and your clients, acting with integrity and respect for you, your business, and your clients at all times.
Working together, we will achieve a successful transaction so that you can exit your business safe in the knowledge that your valued clients will be well taken care of and you will be suitably rewarded for the business you have built over many years.
“A few years ago I decided I still wanted to give advice to clients but the regulatory and legislative burden of running a financial planning business was becoming too demanding, so I worked with Attivo Group to establish my business as an Appointed Representative of Attivo Financial Services. In 2018 I decided to sell my company’s shares to Attivo Group and joined the company as a Financial Planner. For me, being able to give advice without the burden of running my own business is the best of both worlds.”
“I had run my financial planning company in Milton Keynes with a business partner for several years. With my partner having stepped back, the changing regulatory environment, and the fact I was approaching retirement age, I decided it was time to exit the business. I met with Attivo Group in October 2017 and worked closely with them for 12 months to establish the right deal structure, including a handover period so that I could introduce my clients to them. Completion took place in October 2018 with an excellent retention rate.”
“In 2016, I felt it was time to sell our business and enjoy retirement as I was in my sixties and had provided financial advice for over 40 years. I was introduced to Attivo Group in the April and quickly realised they had the knowledge, experience and client focus to provide our clients with the service they were used to. Due to the structure and tax position of our firm, I wanted to sell the firm’s assets rather than the shares and Attivo Group was happy to accommodate this. Over the subsequent months we progressed to Heads of Terms and completed the sale in October 2016. I didn’t want to be involved in the integration process, other than working in the background to ensure a smooth transition, as I felt this demonstrated the confidence and trust I had in Attivo Financial Planning and their high client retention rates are testimony to their ability.”