Succession Planning Update

With the end of the year approaching, we thought we would reflect and update you on all the year’s succession successes where we have helped our retiring users with their succession plans.

Whilst stock markets have been challenging, and interest rates have climbed, change in the succession space has been fast paced. Over the year we have seen an increase in the number of Transact supporters looking to grow their businesses via acquisition, and a steady number of advisers looking for assistance with their plans to sell.

In the last 12 months we have seen 28 of our users retire from the businesses that they have built via a sale to a like-minded fellow Transact supporter. We worked hard to find firms with a similar business model and philosophy, and who were committed to providing a first-class service to their clients.

Management buy-outs have also been a popular theme this year. We are having lots of conversations with firms who have ambitious staff within the business, and who want to take over as their mentors plan for their retirement.

The festive period gives us a chance to reflect and plan for the year ahead. If you are thinking about your long-term plans and would like to discuss your options and how to plan for the best outcome, not only for yourself, but also your clients and staff, then please do get in touch and we would be happy to help, via successionplanning@integrafin.co.uk.

1. Introduction 
2. TOL Recent Enhancements 
3. Further Service Improvements Planned for 2024
4. Inactive Client Relationships
5. Succession Planning Update
6. Share Class Conversion
7. Transact – BlackRock MPS Update
8. Pensions Update – Ring Out the Old Ring In The New
9. Fund Changes & Top 10 Fund Manager Assets
10. Interest on Cash Deposits
11. Transact Events 2024