Up front budget: £8,000,000
Current turn over circa: £45,000,000
Cash offer: 8x Adjusted EBITDA
Established since: 2002
Locations: Hertfordshire
Additional Notes:
Hertfordshire & Cambridge Based Purchaser with over £10m to Spend on the Right Practice Offering 8x Adjusted EBITDA
- The firm will pay up to 8x Adjust EBITDA and will also look at offering on the basis of percentage of Funds Under Management
- The firm is happy to continue running clients on the same platform/charging structure for the first 18-24 months post acquisition to ensure maximum retention of clients
- The firm is offering Principles to remain in the business 1-5 years to manage the clients or start a new venture within the larger group
A premium offer will be available to Practices of the following profile:
. Located in Hertfordshire, Essex, Cambridge, Leicester, Northampton and Peterborough
. Share purchase or Asset purchase option
. AUA Between £30m - £800m FUM
For more information please call 01765 698 699 and quote the reference number 179376
Up front budget: £700,000
Current turn over circa: £3,500,000
Cash offer: 3.6-3.8x Recurring Income
Established since: 1986
Locations: South London
Additional Notes:
South London Based IFA with c.8 Advisers Offering Between 3.6-3.8x Recurring Income Looking for a 1-2 Adviser Practice to Merge With
- The firm has 4-5 advisers who would be taking on new clients with clients matched to the most appropriate advisers
- The firm is offering Principles to remain in the business 1-2 years to bed in the clients on a salaried basis
- No changes to the fee structure/investment model to be made in the first few years
For more information please call 01765 698 699 and quote the reference number 179368
Up front budget: £700,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2007
Locations: Essex
Additional Notes:
Essex Based Purchaser With a Successful Track Record of Local Acquisition Happy to Maintain both Platform and Charging Structure for a 2 year Period
- The Practice is happy to continue running clients on the same platform/charging structure for the first 18-24 months post acquisition to ensure maximum retention of clients.
- The firm has c.15 Advisers around Essex, Norfolk, London and South London ensuring all clients that need to can be seen face to face by mainly Chartered, experienced advisers.
- The firm has an all advisory investment proposition offering both passive, active and ethical solutions with a very competitive charging structure.
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in Chelmsford, Romford, Enfield, Colchester, Hertfordshire area
. AUA Between £10-100m FUM
For more information please call 01765 698 699 and quote the reference number 179267
Up front budget: £12,000,000
Current turn over circa: £8,000,000
Cash offer: Up to 3.75x Recurring Income
Established since: 1988
Locations: Sussex
Additional Notes:
Sussex Based Privately Owned IFA Purchaser Paying up to 70% of Consideration on Day One, Offering the Principal(s) to remain in a Salaried Role Post Acquisition
- The Practice is happy to pay up to 70% of total consideration on day one, largely de-risking the Retiring Principals from subsequent payments
- The Practice is happy to continue running clients on the same platform/Investment Management solution for the first 18-24 months post-acquisition to ensure maximum retention of clients
- Generous salaried position for 1-5 years purely managing the clients OR retirement sale if preferred (more details on request)
A premium offer will be available to Practices of the following profile:
. Located in Sussex, Portsmouth, Southampton, Kent, Redhill and the Surrounding area
. Share purchase or Asset purchase option
. Assets under advice Between £30m - £800m FUM
For more information please call 01765 698 699 and quote the reference number 178580
Up front budget: £6,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 3.75x Recurring Income
Established since:
Locations: Watford
Additional Notes:
North West London Purchaser With £6m in Cash to Spend on a Local Practice
- The Principal is able to offer flexible, non-market standard terms on deals and recently purchased an IFA client bank paying 100% upfornt.
- The acquisition plan is to maintain the staff base and the current operations of any Practice brought on board.
A premium offer will be available to Practices of the following profile:
. Located in North West London area
. Share purchase or Asset purchase option
. AUA Between £10-£120m FUM
For more information please call 01765 698 699 and quote the reference number 179189
Up front budget: £8,000,000
Current turn over circa: £6,500,000
Cash offer: Up to 9x EBITDA
Established since: 1997
Locations: London
Additional Notes:
London Based Purchaser Looking to Acquire a Firm in Central/South London Looking to Maintain the Brand, Staff and Premises
- Experienced Principals leading the business who have a demonstrable track record of success in onboarding IFA Practices
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in London/South London area
. AUA Between £80-£500m FUM
For more information please call 01765 698 699 and quote the reference number 179184
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.75x Recurring
Established since: 1998
Locations: Kent
Additional Notes:
Regional Buying Party With Large, Professional Offices in North Kent and Happy to Pay Up to 3.75x Recurring Revenue with 60% Upfront
- The clients review a newsletter every month and have 15-16 touch points per year with the company
- The firm is looking to take on a second office and any support staff in an acquisition
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in the Croydon, Bromley, Kent/Surrey Boarder
. AUA Between £20-£80m FUM
For more information please call 01765 698 699 and quote the reference number 179019
Up front budget: £800,000
Current turn over circa: £1,500,000
Cash offer: Up to 3.8x Recurring Income
Established since: 1996
Locations: Kent
Additional Notes:
Experienced, Kent Based Purchaser Paying up to 3.8x Recurring Income and Will Retain the Retiring Owner in a Salaried Client Relationship Position
- The Principal is looking to retain all staff in an acquisition, minimising disruption for all parties involved
- The buying party has purchased 7 Practices previously and has always paid owners on time and in full
- The buyer will provide a personnel guarantee against the deferred elements of the sale
A premium offer will be available to Practices of the following profile:
. Share or Asset Purchase Option
. Located in the Maidstone, Ashford, Dartford, Southend-on-Sea and the Surrounding area
. AUA Between £10-£60m FUM
For more information please call 01765 698 699 and quote the reference number 179153
Up front budget: £500,000
Current turn over circa: £300,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2011
Locations: Greater London
Additional Notes:
Award Winning, London Based IFA Housing Several Chartered Advisers with Capacity and Cash in the Business to Pay up to 3.8x Recurring Income
- The firm will honour the existing fees of any business purchase to ensure minimal change to the client and the least attrition as possible
- The firm have won numerous awards including the FT's IFA of the year with thousands in the shortlist
- The firm has several Chartered IFA's with the capacity to manage another 300-400 clients
A premium offer will be available to Practices of the following profile:
. Share or Asset Purchase Option
. Located in the South or East London area
. AUA Between £5-£60m FUM
For more information please call 01765 698 699 and quote the reference number 179039
Up front budget: £4,000,000
Current turn over circa: £12,000,000
Cash offer: 3.5-4.25x Recurring Revenue
Established since: 1997
Locations: Greater London
Additional Notes:
Privately Owned, IFA Purchaser Managing £1.5bn of High Net-Worth Clients Offering Between 3.5-4.25x Recurring Revenue
- The firm is privately owned by the staff and has acquired over 8 Practices with the most recent sellers receiving 100% or greater of the contractual value of the business
- Selling Principals have the ability to remain in the business managing client relationships or to be retained as a client introducer/relationship manager
A premium offer will be available to Practices of the following profile:
. Typical client £400,000 portfolio value or more (buyers typical client is £750,000)
. Located in the West or South London Area
. AUA Between £40-£300m FUM
For more information please call 01765 698 699 and quote the reference number 176962
Up front budget: £5,000,000
Current turn over circa: £6,500,000
Cash offer: Up to 3.5x Recurring Income
Established since: 2006
Locations: Hertfordshire
Additional Notes:
Unique IFA Purchaser Who Encourage Practice Owners to Remain Managing the Clients and will Retain all Staff and the Premises
- Offering a share purchase buyout over 2 years with a multiple of up to 3.5x Recurring Income for the right business
- The business has an impressive track record of successfully acquiring four Practices where 100% or more of the promised value was paid to the Retiring IFA
- The business is looking to take on all support staff and as well retaining the Retiring Principal for at least a year on a generous salary managing the existing clients and a second buyout for new clients (details on request)
A premium offer will be available to Practices of the following profile:
. AUA Between £40-£200m FUM
. Housing a typical client above £200,000 in portfolio size
. Located in the Hertfordshire, Beaconsfield, Milton Keynes, Luton and Surrounding areas
For more information please call 01765 698 699 and quote the reference number 179105
Up front budget: £1,000,000
Current turn over circa: £1,100,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2006
Locations: East Sussex
Additional Notes:
High-net Worth IFA Purchaser Offering 3.8x Recurring Income Over a Two Year Period
- The Purchaser will continue the current investment proposition for c.2 years to avoid minimal disruption to clients during the earnout
- The Principal has the option of remaining a client relationship manager for 1-2 years on a fixed salary (more details on request)
- Clients passed over will be looked after by the Managing Directors of the business who have over 5 Decades of advisory experience
A premium offer will be available to Practices of the following profile:
. AUA Between £10-£100m FUM
. Housing a typical client above £350,000 in portfolio size
. Located in the East Sussex, Kent, Redhill, Brighton/Worthing and Surrounding areas
For more information please call 01765 698 699 and quote the reference number 179055
Up front budget: £12,000,000
Current turn over circa: £16,000,000
Cash offer: Up to 4.5x Turnover
Established since: 1997
Locations: Greater London
Additional Notes:
IFA Purchaser With an Upfront Budget of £12,000,000 Offering a Deal over Two Years With no Reductions in the Deferred Payments
- The firm removes risk from the deferred comitments by crystallising the payments thus removing the risk of market downturns or client loss. All previous IFA owners who sold to the firm have received 100% or more of the contractual value of their business
- The strong preference is for a share purchase (including firms that have significant defined benefit liability) so any seller would benefit from full entrepreneurs relief
- There is an opportunity to continue working in the business post a sale with previous principles who have joined now earning between £100-£250,000+ for purely managing the clients
A premium offer will be available to Practices of the following profile:
. AUA Between £100-£800m FUM
. Housing a typical client above £300,000 in portfolio size
. Located in the City or Greater London
For more information please call 01765 698 699 and quote the reference number 179032
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: up to 3.75x Recurring Income
Established since: 1980
Locations: North London
Additional Notes:
North London IFA Established Over Four Decades, Offering a Retirement Sale Paying up to 3.75x Recurring Income
- The Practice runs both model portfolios and Bespoke offerings to the higher net-worth clients and thus can continue most offerings for clients coming on board
- Clients passed over will be serviced by highly qualified and senior advisers within the business with over 20 years of experience in the industry
- The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI and estate insurance. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on acquisitions
A premium offer will be available to Practices of the following profile:
. Recurring Income between £50,000-£600,000
. Principals seeking a handover of 3-12 months
. Located in North/Greater London
For more information please call 01765 698 699 and quote the reference number 178639
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 2x Net Commission Income
Established since: 1997
Locations: North London
Additional Notes:
Experienced General Insurance Purchaser Turning Over £3,000,000 Offering 2x Net Commission Income Over 2 Years for the Right Brokerage
- The purchaser has a demonstrable success on previous broker acquisitions having paid out 100% or more of what was originally agreed in every acquisition to date
- The firm has c.£850,000 of cash in the business to spend upfront for the right Practice
- On previous acquisitions, all staff members were retained with the majority experiencing a salary increase. The staff will most likely be retained in any further acquisition to ensure a smooth transition of clients and future growth of the business
A premium offer will be available to Practices of the following profile:
. Brokerages between £100,000-£1,200,000 Turnover
. Share Purchase Option
. Located in North/Greater London
For more information please call 01765 698 699 and quote the reference number 179001
Up front budget: £600,000
Current turn over circa: £2,000,000
Cash offer: 4.25x Reccuring Income
Established since: 2005
Locations: Greater London
Additional Notes:
Medical Specialist Wealth Management Firm Paying up to 4.25x Recurring Income With a Salaried Position for the Principal
- The firm houses some of the most experienced medical advisers in the country who will be personally taking on the majority of the clients.
- The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners and Support Staff to each Adviser, enabling a pure advisory focused model.
- The business is looking to take on all support staff and as well retaining the Retiring Principal for at least a year on a generous salary in a Client relationship management role.
For more information please call 01765 698 699 and quote the reference number 178958
Up front budget: £600,000
Current turn over circa: £2,800,000
Cash offer: Up to 3.75x Recurring Income
Established since: 1992
Locations: Suffolk
Additional Notes:
Award Winning, West Suffolk IFA Purchaser Looking to Take on a Practice With Positions Available for All Staff Members
- The majority of advisers in the business are chartered and generally the number of clients per adviser is limited to 100 to enable several meetings and points of contact with each client every year
- To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from sporting events to theatre performances. Large commitment to securing and engaging with every single client ensures very high retention rates for any future acquisition.
A Premium offer will be available to Practices of the following profile:
. Practice between £10-50m Funds under Management
. Share Purchase Option
. Typical client above £200,000
For more information please call 01765 698 699 and quote the reference number 178886
Up front budget: £350,000
Current turn over circa: £1,000,000
Cash offer: Up to 4x Recurring Income
Established since: 2013
Locations: Greater London
Additional Notes:
Wealth Management Purchaser In North London With a Successful Track Record In Acquisitions Paying up to 4x Recurring Income for the Right Business
- The firm have achieved over 95% retention in previous acquisitions with the Principal still working with the business presently
- The firm will offer up to 4x Recurring Income to those Practices on a 0.5-0.75% Ongoing Advisory Fee Model
For more information please call 01765 698 699 and quote the reference number 178878
Up front budget: £6,000,000
Current turn over circa: £7,500,000
Cash offer: Up to 3.5x Recurring Income
Established since: 2016
Additional Notes:
Established Investors Looking to Take on an Wealth Management Practice to Grow the Existing Operations Retaining the Brand, Investment Proposition and the Staff Base
- The main tweaks to the businesses model will be technological with additions to the CRM and File Checking technology
- The principle has the option of retaining equity in the business
- Senior strategic positions within the group are available
A Premium offer will be available to Practices of the following profile:
. Practice between £150m-750m Funds under Management
. Share Purchase Option
. Located in the South East
. Businesses with no internal DFM set-up are preferred
For more information please call 01765 698 699 and quote the reference number 178352
Up front budget: £200,000
Current turn over circa: £300,000
Cash offer: Up to 3.5x Recurring Income
Established since: 1996
Locations: Berkshire
Additional Notes:
- The Offering is designed for clients between £20.000-£150,000 portfolios size
- Clients will receive one annual review per year
For more information please call 01765 698 699 and quote the reference number 177285
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
