There will always be financial advisers who will be in the process of selling their business - perhaps they are coming up to retirement, or have had a change in circumstances and need to sell up.

But Covid-19 has brought a new dimension to that decision: as with many aspects of life, some financial advisers are taking stock of where they are, and what their working life looks like, and some may be struggling with the new circumstances.

So larger businesses - consolidators especially - are reporting a busy time. They are both approaching smaller firms, and smaller firms are calling on them. 

The articles in this guide aim to set out some of the challenges and issues that arise when advisers want to sell their business. They look at the types of transactions that tend to occur, how to plan for the long term, how to deal with legacy issues, and how to get the right price.

It aims to address some of the concerns that advisers have if they are considering this option for themselves. The guide is worth an indicative 60 minutes CPD.