As details continue to emerge for the post-RDR world, all advisory businesses should be addressing their plans for the future. These plans normally involve making changes to many aspects of their businesses. Some business owners are now considering sale or partial sale of their business.

Business values are changing dramatically as details around future remuneration models continue to emerge. As we head towards RDR, the less prepared businesses are, the less valuable they will be. Inevitably, this is making business owners think about client profitability and segmentation – which clients should they keep and develop, and which do they need to re-think or potentially sell.

For those business owners considering the sale or partial sale of their business, Blueprint has created a fund to acquire, or partially acquire, advisory businesses. We want to talk to business owners or advisers interested in:

• Capitalising on all their hard work to date, ‘de-risking’ and funding a transition to the new model
• Retaining the real goodwill in their client bank – their best clients – and re-building for the future
• Removing bottom end, non-profitable clients

Significant funding is available but due to the high level of interest, we recommend you act quickly. Call Phil Harvey on 07789 997 602 or email phil.harvey@bpfs.com to learn more about how we can help.