Four steps. No pressure at any of them. You decide the pace and you can stop at any point.
Thirty minutes with Ronnell. What you've built, how it's structured, what you want next. No pitch and no obligation.
This is the step most advisors skip for years because nobody ever told them their book was a sellable asset. It's a conversation, not a commitment.
If there's a fit, IBA puts a value on the book based on what it actually produces, not a formula off a website.
That means looking at the commission statements, the supplier mix, the customer spread, and how durable the revenue actually is. The number reflects your book, not an average.
Full purchase, partial purchase, a capital investment, or an introduction to one of our capital partners if that's genuinely the better deal for you. We'll tell you which one fits and why.
Where a deal is a better fit for one of our capital partners than for IBA directly, we make that introduction instead. You'll know exactly who you're dealing with before anything is signed.
Diligence, paperwork, funds. You'll know where you stand at every step.
No surprises at the end. The terms you agreed to are the terms that close.
We will not tell you a number before we understand your business.
We will not put you in front of a capital partner without telling you who they are and why.
We will not tie up your business in an exclusive while we decide.