How does it work?

Step 1: Valuation of Financial Practice

Whether you are a buyer or seller, we help you uncover the importance of having your financial practice valued to understand how much your financial practice is worth:

• Determining the value of a business for present or future sale
• Succession planning
• Updating/Creating death and disability plans for your business
• To gain more insight into your financial condition
• Identifying key value drivers to increase business value

Step 2: Identification of Candidates

Leveraging on our well-established network of financial practitioners, iAM conducts preliminary analysis of data received. By screening out suitable and like-minded candidates, we help to connect sellers across the industry with pre-qualified buyers.

Step 3: Connect & Engage with the Right Candidate

To enhance your user experience, iAM provides hands-on guidance throughout your process from valuation to closing. Upon establishing an ideal match between buyer and seller, iAM arranges the introductory meeting to ensure that the identity of users is protected.

Step 4: Transaction Document

Upon agreement between both parties, iAM offers guidance in mapping out the documents (i.e. agreements and contracts) you need to have in place to ensure a timely closing. Utilising our industry-specific documentation, we work hand in hand with you to secure your deal.

Step 5: Transitioning of Business

Our transitioning specialists is here for you every step of the way to make the process as smooth, quick and rewarding as possible.

Step 6: Close your transaction

Count on us to achieve your respective acquisition and succession objectives!