Choosing the
right partner

Retiring advisers

Get in touch

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.

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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.

Why partner with us?

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:

  • ongoing charging structure
  • average client size
  • total assets under management
  • client demographics
  • product and platform choice
  • service proposition
  • legacy client bank
  • number of private and corporate clients
  • corporate status and structure
  • authorisation and permissions
  • client file format
  • legacy advice risks.

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.

Here’s what some of the retiring IFAs we have worked with say about their experience of selling to us.