Buying a business

Buying or selling a 'book of business' or client bank - how it really works

hinking of buying or selling a book of business or client bank? Whether you're an IFA, accountant, insurance broker or other professional - many advisers misunderstand what is really being transferred. Clients are not generally “owned” – what changes hands is goodwill, client records and the right to earn ongoing fees. In this guide I explain how client bank sales work in practice, how valuations are calculated, and what risks buyers and sellers need to watch out for.

Commercial Property Considerations When Buying or Selling a Business: The Ultimate Guide

Buying or selling a business in the UK involves many moving parts, and one critical aspect often overlooked is the commercial property tied to that business. Whether the business operates from a leased shop, an owned warehouse, or any commercial premises, property considerations can significantly impact the transaction. This comprehensive guide breaks down what you need to know in plain English – from dealing with lease assignments during an asset sale to conducting property due diligence in a share purchase.

The Ultimate Guide to Buying a Business in the UK: Everything You Need to Know

Are you considering purchasing a business in the UK? Whether you're an entrepreneur looking to expand your portfolio or a first-time buyer exploring new…

Selling your business

Contracts

Trade mark registration