Up front budget: £ 500,000
Current turn over circa: £ 600,000
Cash offer: 4x 60/20/20
Established since: 2010
Locations: East Midlands
Additional Notes: This experienced acquirer can provide a bespoke exit strategy with client retention at the heart of the process and consideration paid in as short as 12 months
For more information please call 01765 698 699 and quote the reference number 177376 ask for Edward Thorpe
Up front budget: £ 100,000
Current turn over circa: £ 200,000
Cash offer: 4x 50 25 25
Established since: 2010
Locations: Nottinghamshire
Additional Notes: Unique opportunity for a retiring ifa to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition
For more information please call 01765 698 699 and quote the reference number 177095 ask for Edward Thorpe
Up front budget: 1000000
Current turn over circa: undefined
Cash offer: 4x recurring revneue or 5x EBITDA. Up to 60% upfront. Deal Strcutured over 18 months.
Established since: 2015
Locations: Nottinghamshire
Additional Notes: £3 billion FUM looking to grow via acquisition of quality firms. Happy to keep on the proprietor to work with the buisness. Happy to retain staff and premises but a preference would be to move into one of their existing offices.
Not interested in rocking the boat; no increase in client charge, no migration of investment proposition. Focus on absolute continuity within the business.
Will buy the shares or goodwill and assets of a business. ask for Edward Thorpe
As the financial services industry continues to evolve, many companies are looking to expand their offerings and grow their client base. One way to achieve this is through strategic acquisitions, and several companies are now actively seeking to buy pre-vetted Independent Financial Adviser (IFA) practices or wealth management companies.
If you are an IFA practice owner or a wealth management company looking to sell, this could be a unique opportunity to take your business to new heights. Here are some compelling reasons why you should consider partnering with one of these companies:
Access to Resources and Expertise: Our research shows that joining forces with an established financial services company, you can gain access to a wide range of resources and expertise that can help you scale your business. These companies often have a strong infrastructure in place, including advanced technology platforms, compliance and regulatory support, marketing and branding capabilities, and access to a broader network of clients and investors. This can enable you to enhance your service offerings, streamline your operations, and tap into new markets, ultimately driving growth and profitability.
Preserving Your Legacy: As an IFA practice owner or wealth management company, you have likely built a successful business based on your expertise, experience, and relationships with clients. Selling your practice or company to a pre-vetted buyer can ensure that your legacy is preserved and your clients continue to receive high-quality service. These companies are often committed to maintaining the values, culture, and brand reputation of the businesses they acquire, ensuring a smooth transition for your clients and employees.
Mitigating Risks: Selling your IFA practice or wealth management company to a pre-vetted buyer can also help you mitigate risks associated with market volatility, regulatory changes, and succession planning. These companies typically have a robust risk management framework in place, including compliance and regulatory expertise, which can help you navigate any potential challenges or uncertainties in the financial services landscape. This can provide you with peace of mind and confidence in the future sustainability of your business.
Unlocking Value: Drawing from our experience joining forces with a pre-vetted buyer can also help you unlock value from your IFA practice or wealth management company. These companies often have access to capital, which can be used to invest in your business, drive growth, and maximize the value of your investment. Additionally, by leveraging their expertise in operations, marketing, and client acquisition, these buyers can help you optimize your business processes and increase your revenue potential, ultimately enhancing the overall value of your practice or company.
Opportunities for Growth: Partnering with a pre-vetted buyer can open up new opportunities for growth and expansion. These companies often have a broader geographical reach, a diverse client base, and a wider range of product and service offerings, which can help you tap into new markets, attract new clients, and diversify your revenue streams. This can accelerate your growth trajectory and position your business for long-term success in a competitive market.
If you are an IFA practice owner or a wealth management company looking to sell, partnering with a pre-vetted buyer can offer a compelling opportunity to take your business to the next level. With access to resources, expertise, risk management, and growth opportunities, you can preserve your legacy, unlock value, and mitigate risks associated with market volatility and regulatory changes. So, if you are ready to embark on a new chapter of growth and success, consider exploring the options of selling your business to one of these reputable companies. Take the first step towards a brighter future for your IFA practice or wealth management company today!
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
