Up front budget: £ 1,750,000

Current turn over circa: £ 8,200,000

Cash offer: 3.8x Recurruing Revnue

Established since: 1968

Locations: Guildford

Additional Notes:
Multi Award Winning IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 3.8x Recurring revenue for the right Practice.


This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.


The Advisers are supported by an exceptional 4:1 ratio of highly qualified Paraplanners/Administrators to each Advisor, enabling a pure advisory focused model. The business is excellently positioned to accommodate up to four new members of staff and will provide training and qualifications to any junior members of the team who are working towards the Diploma/Charted as it has done previously for six advisers. The ethics with the staff are directly translated to the level and quality of client service available and the Practice has not lost an adviser in almost two decades. This unity and stability within the team and the strong cash position of the business means any instalment payments in the two years post acquisition have zero risk attached from a security standpoint. 

For more information please call 01765 698 699 and quote the reference number 177354