Latest Wealth Holdings Articles In IFA Magazine
This month's IFA Magazine features both Wealth Holdings CEO Keith Brown and our Director & Head of Integration Debbie Dry.
In his interview with IFA Magazine editor Sue Whitbread 'A Helping Hand' Keith discusses how Wealth Holdings entered the market, our experience in the sector, how we work with IFA Practices to ensure good outcomes for all our stakeholders. Keith and Sue discussed what good looks like and how to plan for life post sale exploring the finer details of integrating 2 practices.
Debbie has written an article including 'Top Tips on Valuing your IFA Business' and reviews the various methods we see in the market today. Debbie explains the difference in EBITDA calculations, a percentage of AUM or the more familiar Recurring Income multiples and explores the details behind these headlines that matter to the acquirer and will impact on the seller.
Keith, Debbie and Head of Acquisitions Norman Macleod will all be featuring in further additions of IFA Magazine sharing our insights in the IFA M&A sector.