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Adviser Update

ADVISERS LOOKING TO SELL AND THE TRANSACT SUCCESSION PLANNING SERVICE

If you are considering your succession plans there are several options. You could sell to a vertically integrated business or explore the market via a broker. We at Transact wanted to offer an alternative solution.

We have been running the service for several years now and have had lots of success introducing sellers that use our platform to like-minded fellow Transact users who are interested in acquiring firms. Sellers have historically been advisers looking to retire but we have seen an increase in firms looking to organise Management Buy Outs or to merge their business with others.

We currently have 122 potential acquirers registered with the service. These range from single firm advisers up to nationals, and everything in between, from Scotland down to Cornwall.

Our service focuses on fit; we will analyse your business and introduce you to a Transact user that best matches the profile of your business. This will give you comfort in knowing that clients will receive a similar service post-acquisition from the acquiring business – providing continuity for your clients which we know is paramount.

In addition, we can also offer support on the process of selling and have workshops, case studies and template documents so you can go into negotiations understanding the process and the various steps required to sell.

We have built up relationships with a range of third-party consultants and lawyers with experience in mergers and acquisitions specifically in the advisory market. These professionals can help advise on elements of the deal or manage the process through to completion.

If you would like to know more about any aspect of succession planning, please do get in touch with Dan Smith, Succession Manager, and he would be happy to help. Email succession planning.

 

1. Introduction
2. Transact Online (TOL) –  Recent enhancements 
3. Latest news on integrations
4. Changes to our bereavement process and adviser charging
5. Transact Online & Compulsory MFA
6. Advisers looking to sell and the Transact Succession Planning Service
7. Transact – BlackRock MPS update 
8. A study in gifting – what now for assets that qualify for Business and Agricultural Relief?
9. Pension commencement lump sums for individuals with Enhanced or Primary Protection
10. Lifetime ISA – views of the Treasury Select Committee
11. Interest on cash
12. Transact events 2025

 

 

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).