Acquisitions & Mergers

If you are looking to sell your financial services business or retire then let Vision Business Advisers be the brokerage firm you appoint to help you achieve your goal.

Vision Business Advisers put together buyers and sellers to achieve a successful outcome.  Whether small or large, every business gets 100% input and a bespoke service.

Selling your IFA practice may appear to be a complicated task but Vision Business Advisers is a firm specialising in doing just that since 2009.  Many Practice Principals have utilised the services of VBA and have achieved their goals and objectives, whether they are looking to expanding and acquire or retiring and sell. We understand the market and are well placed to maximise the value of your business.

To find out more please contact us for a confidential chat.

What we do

Market Appraisal:
After an initial discussion we can ascertain the best way forward for you and your business.  We listen to what your aims are and strive to find you the best fit.  All discussions are in confidence and are not advertised.

When you contact Vision Business Advisers we offer you options and will look after you throughout the process - we help you and do our best for you.

We aim to take the stress out of selling your IFA business practice and can guide you through the process.  Once an initial valuation is achieved we can direct you and help get the best fit for you and for your clients.

When to Sell

Timing is everything when it comes to the value of your business.  Your age and in fact your clients age are both influential factors in valuation - the unforeseen ‘pandemic’ speaks for itself or you might just be sick and tired of it all!  All cases need careful consideration when maximising the value of your business.  We have 30+ years of experience in the financial sector and believe we can help you with this should you be thinking of selling your business or changing direction.

If you are ready and feel that this is the time to make a change, be it sell to ‘Retire’ or ‘Semi-Retire’ or expand your business, we can guide you through the options that cater for all types of business models.  We are able to facilitate and search on your behalf for the most competitive deal in the marketplace.  Options available as an example are as follows:
Retirement planning and exit strategy.
Merger or Acquisition.
‘Cash in’ on your business today and continue to advise.
Competitive income multiples of your business value.
Business valuation and appraisal service.
Business consultancy service (a guidance consultation to help increase your business value).
Should you consider it worth an initial discussion, please call myself, Peter Trotman, on direct line 01823 420134, mobile 07583 247000, or email

How can we help?
Get in touch...
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