Business sales
Support for Retiring IFAs
Stepping away, with everything tied off
Retirement should be a clean break you have earned, not the start of paperwork that follows you for years. How your exit is handled decides whether you leave with your clients well looked after, the value protected, and no loose ends trailing behind you.
We act only for sellers, and as solicitors and accountants we handle the legal, tax and regulatory side of stepping away — so you can hand over your firm and actually retire.
What matters when you retire
A retirement sale is more than a transaction. These are the things worth getting right.
Your clients’ future
Your clients have trusted you for years, and where they end up matters — to them and to your legacy. We help you choose and move to a firm that will look after them properly.
Getting the value out
The point of the sale is to fund your retirement. We work with your accountant to structure the deal so the proceeds reach you as tax-efficiently as the rules allow.
A clean break, not a long tail
Many offers tie you in for years through earn-outs. If you would rather step away sooner, we build the deal around your timescale, not the buyer’s.
Run-off cover and past liability
Advice you gave can be questioned for years after you retire. We deal with professional indemnity run-off, historic liability and cancelling your permissions, so nothing comes back to find you.
Start with a free assessment
Our Triage assessment is free and without obligation — an honest look at your options and what a well-planned retirement sale would mean for you, your team, and the clients you have spent a career looking after.
Book a free Triage assessment
