Corbel Partners

🌀 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝘀 𝗰𝗮𝗿𝗲𝗳𝘂𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝗲𝗻𝘀𝘂𝗿𝗲 𝗮 𝘀𝗺𝗼𝗼𝘁𝗵 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻. There are two main types of sales: 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝗹 𝗦𝗮𝗹𝗲 🔹 Selling to someone within your network. 🔹 This process is often quicker because the buyer already knows your business and its risks. 𝗘𝘅𝘁𝗲𝗿𝗻𝗮𝗹 𝗦𝗮𝗹𝗲 🔸 Selling to someone outside your network. 🔸 This process takes longer, as external buyers will need time for due diligence and compliance reviews. Start preparing your clients 18 months before the sale. When clients understand the transition plan, it ensures a smoother process and strengthens client retention, something both you and your buyer will appreciate. Taking the time to guide your clients through this change can give you greater peace of mind as you transition into retirement.

𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗮𝘁 𝗖𝗼𝗿𝗯𝗲𝗹 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘄𝗶𝘀𝗵𝗲𝘀 𝘆𝗼𝘂 𝗮 𝗳𝗮𝗻𝘁𝗮𝘀𝘁𝗶𝗰 𝗲𝗻𝗱 𝘁𝗼 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿 𝗮𝗻𝗱 𝗮𝗻 𝗮𝗺𝗮𝘇𝗶𝗻𝗴 𝟮𝟬𝟮𝟱 🥳 Thank you for your continued support. We can't wait to welcome all our past and present clients and partners to an incredible 2025.

Paul Heath doesn’t always see eye-to-eye with the Financial Conduct Authority, but their proposed changes to how fees are calculated have his support 💡 He shared his thoughts with Professional Adviser on why this matters. Check out the article linked in the comments below 👇

𝗙𝗿𝗼𝗺 𝗮𝗹𝗹 𝗼𝗳 𝘂𝘀 𝗮𝘁 𝗖𝗼𝗿𝗯𝗲𝗹 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, 𝘄𝗲 𝘄𝗶𝘀𝗵 𝘆𝗼𝘂 𝗮 𝗠𝗲𝗿𝗿𝘆 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀! 🎅 We hope you have a wonderful time with your loved ones, whatever you’re up to.

In case you missed it… 🎉 We are thrilled to share that we’ve been shortlisted for Best Advice Network at the 2025 Professional Adviser Awards 👏 It’s a real honour to have been shortlisted, and we’d like to thank Professional Adviser for the recognition. The countdown is on, so stay tuned for updates, and wish us luck🤞

⛄ 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗼𝗽𝗲𝗻𝗶𝗻𝗴 𝗵𝗼𝘂𝗿𝘀 It’s that time of the year again when we’ll be taking a short break for Christmas, so here’s our schedule: 🔴 𝗖𝗹𝗼𝘀𝗶𝗻𝗴: Monday 23 December 🟢 𝗥𝗲𝗼𝗽𝗲𝗻𝗶𝗻𝗴: Thursday 2 January As always, if you have any questions during this time, please still get in touch 👇 📧 hello@corbelpartners.co.uk

Due to the success of our most recent webinar with The Financial Planning Club, we’re planning more of these events for 2025. Our next session will cover the three most important challenges facing IFAs in 2025. 📌 Date: To be confirmed. Make sure to sign up to our mailing list for the latest news. Missed the July webinar? Watch the full session for free by clicking the link in the comments 👇

One of the most valuable lessons our team has learned from supporting businesses during buyouts is that managing expectations is key 🔑 Work together to ensure both you and the buyer have a shared understanding of the business's future. After all, you’re not just selling a business, you’re letting go of years of dedication and passion. What’s one lesson you wish you knew at the start of managing transitions?

If you’re considering selling your client bank, here are the key steps to take for a smooth transition: 🗂️ 𝗘𝗻𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝗱𝗮𝘁𝗮 𝗶𝘀 𝗶𝗺𝗽𝗲𝗰𝗰𝗮𝗯𝗹𝗲 With Consumer Duty in mind, anyone taking on your clients will need up-to-date and accurate records. 🤝 𝗣𝗿𝗲𝗽𝗮𝗿𝗲 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 The transition to a new planner can create stress for your clients. Give them at least 18 months' notice to ensure a smooth handover.

In July 2024, our co-founder and director David O'Hara joined Lee Old from The Financial Planning Club to discuss one of the most pressing issues facing advisers today: succession planning 💫 For a full breakdown of the webinar – plus an announcement of the next event we’ve got in the works for the new year, click the link in the comments below 🔗