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Exit Strategy Planning

Full buyouts. Partial buyouts. Client bank sales.

Discover the confidence to step back from your IFA business.

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Exit Strategy Planning

Overview

Are you thinking of taking a step back from your IFA business? Perhaps you’re considering a full or partial buyout – or you’re contemplating selling your client bank? Or maybe you’d like a partner to write business on your behalf?

Whatever your goals, Lawsons Network Exit Strategy Planning gives you the confidence that you’re obtaining maximum value for your business – and the peace of mind that your clients will continue to receive exceptional service. Confidential and comprehensive, our service also removes any worry about future liabilities.

Working directly with our exit strategy team – who have decades of experience in the global wealth management market – we’ll facilitate every aspect of your exit process – ensuring a smooth and seamless handover during which you will know exactly what to expect at every stage of the journey.

Why Choose Us?

Your IFA business is often the result of a lifetime’s work – which makes stepping back a significant decision. That’s why we’ll always go at your pace, collaborating with you to find an option that works for you and your clients.

Insight & Understanding
Lawsons Network
Why Choose Us?

Features & Benefits

Dynamic

Dynamic

In today’s ever-shifting financial landscape, we help you step back from your IFA business with confidence – maximising value and giving you peace of mind that your clients will continue to receive exceptional service.

Efficient

Efficient

From first conversation to cash in the bank, our transformational cloud-based systems facilitate a swift and seamless process at every stage of your exit.

Trustworthy

Trustworthy

Our commitment to transparency and confidentiality shines through every area of our work. With a clear and precise hand-over process, we manage all expectations at every stage.

Join Us

Let’s talk about how our transformational plug-in-and-go network service
will give you the freedom to launch, run or grow your IFA business.

Join Lawsons Network
Join Us

Introducing Our Providers

Discover our extensive network of market-leading product providers.

Whether you’re a Consultant or an Appointed Representative, Lawsons Network membership enables you to leverage the relationships we’ve developed over decades in the global wealth management sector.

To ensure that we continue to meet your needs – and those of your diverse client base – we’re continually expanding our provider list. To find out more about our extensive range of product providers, connect with our expert team.

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