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Buzzacott has advised Liberate Wealth on its acquisition of IFA Ebor Financial Planning.
The Buzzacott team provided financial and tax due diligence reviews and buy-side advisory services to Liberate during the process.
The Buzzacott financial due diligence team was made up of Alex Judd, partner, and George Thresh, associate director.
The tax due diligence team was made up of Tony Dillow, director, Adam Chick, senior manager and Kam Chauhan, VAT director.
Liberate Wealth is a wealth management company specialising in supporting IFA firms across the UK to deliver better outcomes for clients and staff.
The company is implementing both a ‘buy and build’ approach and an organic growth strategy, implementing market leading technology.
Sumeet Thapar, finance director at Liberate Wealth, said: “The Buzzacott team were incredibly helpful during the process of our first completed acquisition – the first of many high-quality partnerships for Liberate Wealth. The team were extremely diligent and knowledgeable, guiding us through many complexities in a clear and concise manner. Working with a friendly team, led by Alex, made this process as smooth as possible and I would not hesitate to work with them again.”
