Mergers & Acquisitions
Bond Acquisitions
Through our strategic partners and extensive industry contacts Bond Acquisitions are able to provide full consultancy for advisers and advice firms that are either looking to sell their client book or grow their business through acquisition. We are able to provide consultancy in four main areas;
Partial Sale of Client Books
This allows firms of varying sizes to engage with us to look at moving existing clients to another Wealth Management proposition that is better suited to those particular clients.
Advisers can have as much involvement as they want in this process. Not only do we provide access to unique deals which are often way over the market rate, we also assist with the transition to the point of making specialist outsource available to the Vendor (selling IFA) to establishing contact with specific clients.
As a by-product of this outsourcing service, our Financial Adviser clients continue to see a marked increase in the level of new business opportunities from their existing client base at no charge. It also acts as a great means of tidying up their business and preparing them for future sale whilst also satisfying the regulator that clients are being properly tended to.
Hybrid Business Sales
As a Financial Adviser you are unique. It is highly unlikely there is a perfect buyer for all your clients. Sadly, traditional IFA Brokers have been lazy in their approach and hope to achieve just that.
Our Hybrid approach can help to ensure the right clients get the right home and therefore the best support going forwards. An added bonus of the Hybrid strategy is that it often maximises the value of your business as the buyers are getting the specific clients and business that they want and are therefore prepared to pay the appropriate remuneration.
Traditional IFA Sales
If you just want to deal with one buyer and you’re not concerned about maximising return then we can put your business or client book out to market and broker the sale to ensure you get the best deal you can. But we want to make sure you fully understand the options that may be available to you before making that decision.
Growing your business – Books & Regulated Companies for Sale
We speak to dozens of Financial Advisers every week and we are always looking for more Financial Advisers who are looking to grow their business through acquisition.
Whether you are looking for Pension, Investment, ISA, Insurance or Mortgage clients we have people who are looking to sell. Often businesses are not of interest to the larger acquiring firms as they may be too small or not meet certain criteria. Also, their motivation in selecting the appropriate home for their trusted clients is centred less on income multiples and more strongly around seeing their clients looked after and therefore for the right buyers there are good deals to be done
If you are looking to grow your business by acquisition or want to ensure your clients are looked after after your departure and want to maximise returns on your book, then please contact us today for a confidential discussion.