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How to Value Your IFA Business 2025

📈 How to Value Your IFA Business — 2025 Guide | IFA Acquisitions Hosted by Gary Venner, CEO of IFA Acquisitions and Co‑Founder of Premier Jobs UK, this 10‑minute video gives you a step‑by‑step breakdown of how acquirers value IFA firms in today’s market—and what can add or subtract hundreds of thousands from your offer. 🧭 In This Video You’ll Learn: 00:10 — Intro 01:17 — Why valuation matters - Learn why knowing your firm’s worth is the essential first step in planning an exit. 01:54 — Valuation methods 2025 - Discover the three main approaches—Recurring Income Multiples (3.5–6×), EBITDA (5–10×+ for £500m+ FUM), and Percentage of AUA (up to 6%). 02:04 — Multiple of recurring income 02:28 — EBITDA Multiples 03:00 — Percentage of AuA 03:30 — Key factors that affect your value - See how client age, AUM per client, scalability, platform tech, compliance history, and brand reputation truly influence offers. 05:05 — Share sale vs Asset sale - Understand the tax implications, risk distribution, BADR eligibility, and deal multiples. 06:35 — New considerations in 2025 - Understand modern dynamics: Consumer Duty, legacy commission reduction, cost structure optimization, and PE-driven consolidation. 08:15 — How IFA Acquisitions can help - Learn how we guide hundreds of advisers through discreet, confident exits that match values and secure client care. ✅ Why Watch This Video: Get key valuation insights and up‑to‑date GP market trends Understand which valuation method fits your firm and your goals Learn what acquirers truly value in 2025 Discover how to structure your exit for best financial & tax outcomes 👋 Ready to find out what your IFA business is worth? Visit ifa‑acquisitions.co.uk or hit the link below to book a confidential valuation call. https://www.ifa-acquisitions.co.uk/lo... 🔔 Don’t forget to subscribe, tap the bell, and leave a comment with your biggest takeaway from the video! #IFAValuation #FinancialAdviser #BusinessExit #IFAExit #MergersAndAcquisitions #IFA2025