It's really simple. Follow these 3 easy steps for a free online valuation.
1 - Enter your recurring income in the box and enter your contact details.
2 - Provide us with figures and details about your IFA client bank.
3 - Record any additional information which would honestly add or decrease the value of your business.
We will take all the information into account and email you the valuation along with details of how to make a telephone appointment with us.
All of the information you submit is taken into account through our unique valuation system.
Buyers Guild members always carry out a financial, legal and regulatory inspection of the business before we offer to buy it. If they feel that the value is affected by any unusual history, or regulatory or financial anomalies, which were not apparent to them when we gave the online valuation, then the price that we offer for it will differ from the online valuation.
We guarantee the Guild is willing to buy every client bank we value.
Trailbuyer’s process finishes when due diligence is completed and an unconditional offer is received from the guild member for your business. The offer is secured by the guild member placing a cash deposit with Trailbuyer which ensures you have the confidence to instruct a legal professional to advise you on the contract.
You are welcome to use your legal adviser but we will introduce you to our legal PSL which will offer an outstanding value fixed price to advise and complete the transaction. The value is possible because they are all familiar with the contract and we pass them many tansactions to complete.
Your Appointment
If you are happy with the online valuation you can follow the link from the valuation email to book a telephone appointment for us to get you introduced to the buyers guild member and begin the inspection process.
During the 4-week inspection we will need to see further information.
If your online appraisal matches our due diligence appraisal then the guild member will formally make the offer.
The guild member will extend an unconditional offer and Heads of Terms agreement which is backed by a cash deposit paid to Trailbuyer.