How we work
Wealth Holdings provides a unique blend of skill and experience to deliver a comprehensive opportunity for IFA practices to embark on the next stage of their development.
Understanding your business and strategic objectives
No two businesses are exactly the same, and the devil is in the detail, so we take time to get to know you and your firm – not just the balance sheet, but your staff, your clients and the market you work in.Equally, every business owner has their own story and their own vision of how the future might look.
There is no “one size fits all” solution. However, by gaining a qualitative, as well as quantitative understanding of where you are now, and where you want to go, we will work to devise and implement a clear strategy to achieve both your financial and professional goals.
Effective due diligence is essential to planning for the integration involved in any sale or acquisition, and to ensure that, post deal, efficiencies are maximised, staff are onside and an earn-out period can be productive for all parties.