IFA Buyers London & South East

Up front budget: £2,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2023

Locations: Greater London

Additional Notes: This business is looking for an IFA firm where the principle is looking to continue advising for 3+ years, meaning you can have a phased exit from the business and reduce back-office/compliance work.

They will keep your investment proposition and charging structure the same, ensuring a smooth transition for your clients and maximum retention.

For more information please call 01765 698 699 and quote the reference number 179905

Up front budget: £1,500,000

Current turn over circa: £400,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2021

Additional Notes: This firm are a new entrant to the market, having previously ran another successful IFA business. From this, they have extensive knowledge and experience of acquisitions and operating an IFA, leading to a smooth and professional experience.

They don't have a CIP and aren't wedded to one platform/provider, so would be happy to keep your current investment propostion.

For more information please call 01765 698 699 and quote the reference number 181099

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2000

Additional Notes: With 60 advisers and many of them chartered, you can be sure of a quality, local adviser to look after your clients.

As they are whole of market and can hold platforms off-panel, as well as a tiered charging structure from 0.5-1%, they are happy to keep the proposition for the client the same, leading to maximum client retention.

For more information please call 01765 698 699 and quote the reference number 181098

Up front budget: £400,000

Current turn over circa: £300,000

Cash offer: Up to 4.25x Recurring Revenue

Established since: 2020

Locations: West Sussex

Additional Notes: Having already acquired, this principle is experienced in the process which will lead to a smooth process and transition.

At £40m AuA, this regional firm will provide an intimate and caring service for your clients.

For more information please call 01765 698 699 and quote the reference number 179926

Up front budget: £1,500,000

Current turn over circa: £5,000,000

Cash offer: -

Established since:

Additional Notes: ..

For more information please call 01765 698 699 and quote the reference number 151528

Up front budget: £1,000,000

Current turn over circa: £600,000

Cash offer: Up to 4.3x RI

Established since: 2017

Locations: Kent

Additional Notes: This regional firm has successfully built up a large cash amount ready for an acquisition on a local IFA.

For more information please call 01765 698 699 and quote the reference number 180665

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: 4.5

Established since: 2000

Locations: Essex

Locations: Colchester

Additional Notes: This firm is offering up to 4.5x recurring income, which is actually 1x more than what we sold local competitor businesses for last year.

Practices from £10m-£100m Funds Under Management

Principles who wish to remain and grow the business are preferred but not essential

For more information please call 01765 698 699 and quote the reference number 180467

Up front budget: £1,000,000,000

Current turn over circa: £15,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2015

Locations: Surrey

Additional Notes: Having

For more information please call 01765 698 699 and quote the reference number 180474

Up front budget: £350,000

Current turn over circa: £250,000

Cash offer: Up to 4.3x Recurring Revenue

Established since: 2017

Locations: Hertfordshire

Locations: St Albans

Additional Notes: With several advisors within the business, you would have flexibility on who services your clients.

For more information please call 01765 698 699 and quote the reference number 180466

Up front budget: £2,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2012

Locations: Surrey

Additional Notes: Having acquired 6 times previously, you can be sure you are in safe hands with a firm who will deliver a smooth process.

For more information please call 01765 698 699 and quote the reference number 180462

Up front budget: £1,500,000

Current turn over circa: £4,500,000

Cash offer: 4.5

Established since: 2000

Locations: Hampshire

Locations: Portsmouth

Additional Notes: - The firm paid 4.5 Recurring Income for two businesses purchased in 2021 and paid over 18 months.

- The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition, in previous acquisitions the client retention rate is 96.5%.

A premium offer will be available to Practices of the following profile:

. A good trading history and good local reputation
. Average household portfolio above £350,000
. AUA Between £30m - £200m

For more information please call 01765 698 699 and quote the reference number 179380

Up front budget: £50,000,000

Current turn over circa: £10,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2017

Locations: Greater London

Additional Notes: Perfect for individuals who are 2-3 years away from retirement and wants to align with a buyer before selling.

Premiums will be offered for firms above £100m FUM.

For more information please call 01765 698 699 and quote the reference number 180317

Up front budget: £600,000

Current turn over circa: £300,000

Cash offer: Between 4-4.25x Recurring Revenue

Established since: 2014

Locations: Greater London

Additional Notes: With succession planning in place, you can be sure your clients will have a safe home for the future.

This purchaser won't look to alter the clients' investment proposition, ensuring a smooth transition to the business.

For more information please call 01765 698 699 and quote the reference number 178323

Up front budget: £12,000,000

Current turn over circa: £40,000,000

Cash offer: Above Market (for Minoirty Stake)

Established since: 2010

Locations: Greater London

Additional Notes:

- Access to capital for acquisition debt finance at 3-5% above base rate.

- Retention of complete autonomy within the business as the party acts in the fashion of a silent partner.

- No obligation to sell the remaining stake to the party in the longer term.

For more information please call 01765 698 699 and quote the reference number 180222

Up front budget: £2,000,000

Current turn over circa: £3,500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2011

Locations: Greater London

Additional Notes: This firm have 7 advisors with nearly all of them chartered, meaning your clients will be looked after by quality members of staff.

Within their 4 previous acquisitions, they have achieved above 95% client retention, showing that you can be confident of receiving your deferred payments.

For more information please call 01765 698 699 and quote the reference number 92065

Up front budget: £250,000

Current turn over circa: £400,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2003

Locations: Hampshire

Locations: Portsmouth

Additional Notes: Specifically looking in firms below £20m FUM, providing a safe home for smaller businesses.

For more information please call 01765 698 699 and quote the reference number 180159

Up front budget: £1,000,000

Current turn over circa: £2,500,000

Cash offer: Up to 4x Recurring Income

Established since: 1998

Locations: Hampshire

Locations: Portsmouth

Additional Notes: With several qualified advisors and a strong support staff, you can be sure your clients will be well looked after.

Having acquired twice previously, achieving 95% client retention, this firm have previous experience and will ensure a smooth transition.

For more information please call 01765 698 699 and quote the reference number 178903

Up front budget: £14,000,000

Current turn over circa: £35,000,000

Cash offer: 11-11.5x EBITDA

Established since: 2017

Locations: Greater London

Additional Notes:

- The investor will retain the brand, staff base and offices to maximise continuity.

- A previous investment in an IFA in the North was structured at over 11x EBITDA with 60% of proceeds at completion.

- Investment and Technology solutions can be adopted by the firm at a pace set by the owners.


A premium offer will be available to Practices of the following profile:

. A good trading history with and housing assets in the region of £200m-£1bn FUM
. A team of advisers where most wish to remain in the business
. Profitability upward of £700,000

For more information please call 01765 698 699 and quote the reference number 180138

Up front budget: £1,000,000

Current turn over circa: £1,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2016

Locations: Hertfordshire

Additional Notes: With the opportunity to keep all staff on whilst maintaining the investment proposition, client retention will be maximised.

Looking to remain completely client focused, but with access to major resources if/when needed/wanted, allowing the principle flexibility with their operations.

For more information please call 01765 698 699 and quote the reference number 177351

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 4.3x Recurring Revenue

Established since: 2010

Locations: Berkshire

Locations: Ascot

Additional Notes: Having acquired before, this firm have been through the process and you can be sure of a smooth transition for your clients.

For more information please call 01765 698 699 and quote the reference number 180103