weighing up your options?
You may be able to retire, but are you ready to retire with 7-day weekends?
A key question is whether you are planning a ‘hard-stop’ retirement, or just slow down a bit. The nice thing about having options is that you have more choice and control over how you transition from the everyday work environment to a life of 7-day weekends
Have you heard about the sell-and-go and sell-and-stay options for selling your business?
As our time during the Pandemic has really brought to the fore, we are now more acutely aware than ever that only today is guaranteed. By dedicating your time to working hard, you’ve achieved success and now is the time to enjoy your retirement years
If you are ready to put a toe in the water and are thinking about investing in yourself, then even thinking about where to put your clients can feel fraught with uncertainties and unknowns. It can feel overwhelming to know where to start.
Remember there is no set time on retirement, but we are here to help
Questions to ask yourself...
How do you know where the right home will be for your clients?
How do you find a partner you can trust to work with you, to give you qualified recommendations to match your needs?
There are lot of IFAs considering retiring currently, so how do you ensure that your business gets the spotlight?
How can you be sure of the ethics of the acquirers, to ensure that they truly value your clients and not just interested in the value of your clients?
As with the advice you give your own clients, it’s never too early to start planning
Sell and go?
You know your clients personally and it’s crucial they are looked after, understood and supported
The right new client home is vital and that your cultural values are reflected in the company you entrust your clients to. We have great client relationships and industry specialised research to hand select from the myriad of buyers, ensuring the right fit… ethically, culturally and in investment style.
We work with everyone involved to ensure a seamless transition for you and your clients.
Our Acquirers have robust processes covering: valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and more…
Your exit strategy must reward your dedication
Valuation models include: recurring income, deferred consideration, net asset value and EBITDA It’s about helping you navigate the maze of options
The right new client home is vital and that your cultural values are reflected in the company you entrust your clients to. We have great client relationships and industry specialised research to hand select from the myriad of buyers, ensuring the right fit… ethically, culturally and in investment style.
We work with everyone involved to ensure a seamless transition for you and your clients.
Our Acquirers have robust processes covering: valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and more…
Your exit strategy must reward your dedication
Valuation models include: recurring income, deferred consideration, net asset value and EBITDA It’s about helping you navigate the maze of options
Sell and stay?
We help you create your happy new adventure
After setting up your business, sacrificing many, many hours away from friends and family, you’ll recognise how much energy and time you’ve put into developing your relationships with your clients and their families over the decades; often enabling them to create multi-generational wealth and being seen as their family-friend, attending baptisms, weddings and funerals. This has often been at the expense of your own personal time
The big question is why do you now want to retire?
To lead a less stressful life – do you feel that work is now a drain on your energy and vitality?
To get away from work and its ever-growing red-tape bureaucracy and focus on your physical and emotional wellbeing?
For health reasons for yourself or for your family?
To finally have some time to enjoy yourself whilst you are still well enough to?
To have the time to start those passion projects you've always dreamed of?
Retirement doesn’t necessarily mean you need to slow down, although it’s nice to have the option!
After setting up your business, sacrificing many, many hours away from friends and family, you’ll recognise how much energy and time you’ve put into developing your relationships with your clients and their families over the decades; often enabling them to create multi-generational wealth and being seen as their family-friend, attending baptisms, weddings and funerals. This has often been at the expense of your own personal time
The big question is why do you now want to retire?
To lead a less stressful life – do you feel that work is now a drain on your energy and vitality?
To get away from work and its ever-growing red-tape bureaucracy and focus on your physical and emotional wellbeing?
For health reasons for yourself or for your family?
To finally have some time to enjoy yourself whilst you are still well enough to?
To have the time to start those passion projects you've always dreamed of?
Retirement doesn’t necessarily mean you need to slow down, although it’s nice to have the option!
contact us today
Truestar Legacy (a Division of Truestar Talent an Award-winning, National IFA and Financial Services specialist) have extensive experience, essential understanding and exactly the right contacts to help you at every step of the process
Talk to us today
Talk to us today