Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.7x Recurring
Established since: 2001
Locations: Greater London
Additional Notes:
Experienced East London Based Independent Financial Planning Firm, Ideally looking to Keep principles on to Grow the Business
The business has recently acquired a practice with exceptionally high retention of 98% while the principle remained working in a reduced format, benefiting from new clients taken on board. The business is looking to repeat the success of the previous acquisition had has capacity within the current staff based to take on another practice in the next few months.
The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premise, staff and brand with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business for 4-5 years to ensure the maximisation of value as well as complete succession planning (more details on request).
A premium offer will be available to Practices offering:
. Located in the Romford, Dartford, Southend - on sea, Woolwich, Stratford and the Surrounding Area
. Practices from £10m-200m 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 177794
Up front budget: £2,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 3.8x Recurring Revenue
Established since: 1992
Locations: Greater London
Additional Notes:
Experienced North London Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £4 million to Spend on the Right Firm
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners/Analysts to each Adviser, enabling a pure advisory focused model. The business is excellently positioned to accommodate multiple new members of advisory and back office staff and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered as it has done previously for numerous staff numbers.
On integration of the last Acquisition , of which the firm has done five in total, all key staff members were retained while client fees remained unchanged for the integration period. This "business as usual" approach led to all the clients bar two sticking with the business and the Retiring principle received 100% of their differed payment. The Practice is looking to repeat the success of the previous acquisitions over the course of the next 6 months.
The Practice has a Private Client division specialising in clients of a portfolio size of £1m and over. Any Higher Net Worth clients taken on board will benefit from this bespoke service alongside dedicated advisers with specialisms in advanced products and tax structures.
A premium offer will be available to Practices offering:
. Located in the and the Watford, Harrow, Uxbridge, Southall, Shepard's Bush, Kings Langley, Northolt, Stratford, Finchley, Romford, and the Surrounding area
. Practices from £30m-200m Funds under Management
. Business with an average client size of £200,000 and above are preferred but not essential.
For more information please call 01765 698 699 and quote the reference number 177709
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.7x Recurring Revenue
Established since: 1988
Locations: Essex
Additional Notes:
Exceptional High Net Worth Specialist Advisory Firm, Which is both Chartered and Accredited and Offering a Very Unique Structure to Principles Who Wish to Capitalise and Stay on.
The vast majority of advisers on board are either Chartered or Accredited and all are advocates of a tailored approach to the execution of advice, with the proposition particularly geared to the High Net Worth Sector. Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the South East and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer.
The Practice is extremely flexible to accommodate Principles who wish to remain in the Business and phase out over time. A generous % of all business written is retained by the principle who also has the option to partially sell client bank and manage a core of key clients for a period of time. This approach to acquisitions typically sees the best possible retention of clients as change occurs very gradually over time.
A premium offer will be available to Practices offering:
• Ideally housing clients above a £500,000 average portfolio size (not essential)
• Practises from £10m - £80m FUM
• Located in Hertfordshire, Essex and the Northern Home Counties
For more information please call 01765 698 699 and quote the reference number 177380
Up front budget: £3,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.7x Recurring Revenue
Established since: 1991
Locations: Colchester
Additional Notes:
Chartered, Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £5 million to Spend on the Right Firm
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners/Analysts to each Adviser, enabling a pure advisory focused model. The business is excellently positioned to accommodate multiple new members of advisory and back office staff and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered as it has done previously for numerous staff numbers.
A premium offer will be available to practices offering:
. Located in Ipswich, Cambridge, Colchester, Bury St Edmunds and the Surrounding Area
. Practices from £20m-250m Funds under Management
. Practices with under 0.7% Ongoing Advisory Charge preferred (not essential)
For more information please call 01765 698 699 and quote the reference number 176562
Up front budget: £1,000,000
Current turn over circa: £4,000,000
Cash offer: Up to 6x EBITDA
Established since: 1965
Locations: Essex
Additional Notes:
Multi-Award Winning, Experienced Financial Planning Firm Established over Five Decades, Supporting a 5:1 Middle office to Advisory Support Ratio with Over £2 million to Spend on the Right Firm
The firm is encouraging principles to remain in the business as it has done with numerous previous acquisition. Previously principles have either retired or stayed on in key positions looking forward; one Principle is now on the board and acts as a second set of eyes for his own clients and steers the direction of the business as a whole. As a result of the minimal disruption approach, this practice has had fantastic success with over 5 previous acquisitions experiencing, on average, 97% retention on the most recent four. 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 majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. 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 177653
Up front budget: £500,000
Current turn over circa: £400,000
Cash offer: Up to 3.8x Recurring Revenue
Established since: 1996
Locations: Greater London
Additional Notes:
Chartered, Multi-Office IFA Practice with 1:1 Admin Support Looking to keep both the Principles (if desired) and an Office in Place Paying over 3.8x Recurring Revenue for the Right Firm
This practice boasts one of the most complete IFA services in the South East with three levels of client service; ranging from Bronze to Gold. The Gold service clients involves client face to face reviews once a quarter in combination to one phone call a month from their designated adviser. This service level is testament to the absolute commitment and client service available at this practice.
On any acquisition, the Practice will keep any investment proposition and platform the same to ensure minimal disruption to client service. The principle is also keen to take on any key staff members in the existing business. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
Due to the family like nature of the firm, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. 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.
A premium offer will be available to Practices offering:
. Located in the and the Brixton, Wandsworth, Croydon, Bromley, Warlingham, Sutton, Greenwich, Wimbledon, South London and Surrounding Area
. Practices from £10m-30m Funds under Management
. The firm is able to accommodate Principles who wish to remain in the business as well as existing advisers
For more information please call 01765 698 699 and quote the reference number 177495
Up front budget: £2,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 4.1x Recurring
Established since: 1983
Locations: Chichester
Additional Notes:
Multi-Award Winning, Experienced Financial Planning Firm Established over Three Decades, Supporting a 5:1 Middle office to Advisory Support Ratio with Over £4 million to Spend on the Right Firm
The Advisers are supported by an exceptional 5:1 ratio of highly qualified Paraplanners/Analysts to each Advisor, enabling a pure advisory focused model. The business is excellently positioned to accommodate up to five new members of staff and will provide training and qualifications to any junior members of the team who are working towards the Diploma/chartered as it has done previously for numerous staff numbers.
To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Dinners to Seminars. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.
A premium offer will be available to practices offering:
. Located in the and the Portsmouth, Chichester, Midhurst, Brighton, Arundel, Billingshurst, Alton, Farnham, Horsham, Crawley, Guildford and The Surrounding Area
. Practices from £20m-250m Funds under Management
. Principles (some) who wish to remain in the business for two to three years are preferred
For more information please call 01765 698 699 and quote the reference number 177353
Up front budget: £20,000,000
Current turn over circa: £40,000,000
Cash offer: Between 6x and 9x EBITDA depending on size and scale.
Established since:
Locations: Greater London
Additional Notes: - Happy to buy between 51% and 80% of the shares
- Will structure a deal over 24 months with up to 60% paid upfront
- Will pay between 6x and 9x maintainable EBITDA
- Needs a fully employed workforce
- Needs younger committed owners / managers to take the business forward
- Business will retain entire identity and way of working
- Wants to invest money in the business for the purpose of acquisitions
- Very flexible in offering
- Lots of notable previous investment successes
For more information please call 01765 698 699 and quote the reference number 177626
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.8x Recurring
Established since: 1993
Locations: Edgware
Additional Notes:
Charted, North West London Based IFA Offering Unique Deferred and Partial Structures Involving the Ability to Service the Clients while Keeping any Office and Investment Proposition the Same (see below for more details).
As well as a standard 1-2 year exit option, this Practice offers:
1. Partial equity buyouts (no minimum equity requirement) where Retiring principles can partially cash out on their Practice while continuing to service clients with full Para planning and Administration support. In the past deals with this IFA, principles that this extra new capacity has allowed them to drastically build up their book and sell the remaining equity for a far greater absolute amount (more details on request).
2. A structure where all the equity is purchase and the Principles can remain on a generous salary and split for new business for 3-4 years with full support to ensure the maximisation of value as well as complete succession planning (more details on request).
Both the above options have and will maintain the brand and potentially the office of any partnering firm for at least two years for maximum continuity. As a result of the minimal disruption approach, this practice has had fantastic success with almost 10 previous acquisitions experiencing, on average, 97% retention on the most recent four. 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.
. Located in the and the Watford, Harrow, Uxbridge, Southall, Shepard's Bush, Kings Langley, Northolt, North London and the Surrounding area
. Practices from £10m-100m Funds under Management
. Principles (some) who wish to remain in the business are preferred in conjunction with scalable offices
For more information please call 01765 698 699 and quote the reference number 177524
Up front budget: £600,000
Current turn over circa: £1,000,000
Cash offer: 3.6-3.8x Recurring
Established since: 1968
Locations: Norwich
Additional Notes: Top 100, Whole of Market IFA With all Financial Advisers Working Toward Charted or Fellow and c.£1m in cash to Spend on The Right Practice
The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. 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.
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners and Support Staff to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.
For more information please call 01765 698 699 and quote the reference number 177581
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 3.5-3.8x Recurring
Established since:
Locations: Hertfordshire
Additional Notes:
Multi-Award Winning, Experienced Private Client Firm Established over Five Decades, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £1 million to Spend on the Right Firm
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners and Support Staff to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.
Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to five new staff members and possibly a second office, providing maximum continuity to the clients moving forward. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
This buyer has had fantastic success with multiple previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. The Practice has never let any retiring principle down on deferred payments and with demonstrable success with countless previous acquisitions is the ideal, trusted home for someone looking to depart with their life's work.
For more information please call 01765 698 699 and quote the reference number 177607
Up front budget: £700,000
Current turn over circa: £3,000,000
Cash offer: Up To 3.7x Recurring
Established since: 1960
Locations: Richmond
Additional Notes:
Charted, Multi-Award Winning Financial Planning Firm Established over Five Decades, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £1 million in Cash to Spend on the Right Firm
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. Advisers, accompanied by Support Staff, can solely focus on client meetings, allowing for a completely focused client experience yielding very high retention rates and continuity from the previous service.
The profitability of the firm has tripled in less than a decade as clients have been attracted to the pure Advisory Investment Proposition, the 6 point annual touch model and the in house specialists in the legal and accountancy space. Most recently, the typical client taken on board has been over £1m in investable portfolio.
A premium offer will be available to practices offering:
. Located in the and the Slough, Uxbridge, Wembley, Twickenham, Marlow, Richmond, Kingston, Gerard Cross, Epsom and the Surrounding area
. Practices from £10-50m Funds under Management
. Higher average portfolio sizes preferred (over £300k) but not essential
For more information please call 01765 698 699 and quote the reference number 177588
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: Up to 3.8x Recurring
Established since: 1995
Locations: East Sussex
Additional Notes:
Charted, All Advisory Holistic Financial Planners with 3:1 Advisory support, Many Unique Client Servicing Features with Several Millions to Spend on the Right Practice.
The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. This unity and stability within the team and the strong cash position of the business means any installment payments in the two years post acquisition have zero risk attached from a security standpoint.
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners/Administrators to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.
This buyer has had fantastic success on several previous acquisitions, retaining over 95% of all the clients and the existing staff base in one case. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
A premium offer will be available to Practices offering:
. Located in the Kent, Worthing, Steyning, Lewes, Burgess Hill, Crawley, Horsham, South Guildford, East Sussex and Surrounding Area
. Practices from £20m-100m Funds under Management
For more information please call 01765 698 699 and quote the reference number 177582
Up front budget: £1,500,000
Current turn over circa: £1,300,000
Cash offer: Up to 3.8x Reucrring
Established since: 2002
Locations: Chelmsford
Additional Notes:
Highly Esteemed Wealth Management Practice Looking to Take on Principles (if desired), a Secondary Office and Offering Continuity With the Same Platforms, Funds and service proposition while Offering up to 80% upfront for the Right Practice.
The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI, Estate Insurance and Defined Benefit Transfer Services. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on any acquisition.
My client is encouraging any retiring principles to remain in the business for 2-4 years to ensure the maximisation of value as well as complete succession planning on a large proportion of new business.
A premium offer will be available to Practices offering:
. Located in the and the Chelmsford, Bishop Stortford, Maldon, Colchester, Burnham, Romford
. Practices from £10m-50m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers
For more information please call 01765 698 699 and quote the reference number 177565
Up front budget: £3,000,000
Current turn over circa: £6,000,000
Cash offer: Up To 4x Recurring
Established since: 1968
Locations: Greater London
Additional Notes:
Experienced Purchaser Looking to Build up their London Office with a Cornerstone Acquisition, ideally to Bring in both a Business and experienced Staff Offering up to 4x Recurring Revenue for the Right Practice.
For more information please call 01765 698 699 and quote the reference number 177563
Up front budget: £700,000
Current turn over circa: £2,000,000
Cash offer: See Details
Established since:
Locations: Greater London
Additional Notes:
Unique, Holistic offering with a Lucrative Package to Stay in the Business with Principles Receiving Dividends as well as Benefiting from Future Growth of the Business
• Principles receive partial share remuneration for the business
• Lucrative remuneration of between 30-50% of total Recurring Revenue for Principles remaining
• Full Paraplanning, compliance and administration support (if needed)
• Timeline for retirement completely on principles discretion and the option to cash in shares is permanently available
• In addition to financial advice, the business provides legal support, business consultancy, probate and trust work and other services to clients
For more information please call 01765 698 699 and quote the reference number 177534
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.7x Recurring
Established since: 1996
Locations: Slough
Additional Notes:
Outstanding, Charted Wealth Management Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend Paying up to 3.7x Recurring revenue for the right Practice.
Advisers are supported through a 2:1 ratio of highly qualified Paraplanners and back office support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to five new staff members and possibly a second office, providing maximum continuity to the clients moving forward. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
This practice has had fantastic success with over 3 previous acquisitions, experiencing, on average, 97% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% with the principle receiving 100% of the deffered cash paymetns. 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.
For more information please call 01765 698 699 and quote the reference number 177318
Up front budget: £50,000
Current turn over circa: £100,000
Cash offer: Up To 3.5x
Established since: 2010
Locations: Kent
Additional Notes:
Top Performing Wealth Management Practice with a Large Back Office and Support Team who will Spend up to 3.5x on the Right Practice.
For more information please call 01765 698 699 and quote the reference number 177530
Up front budget: £1,000,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.7x
Established since: 1981
Locations: Ipswich
Additional Notes:
Outstanding 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 3.7x Recurring revenue for the right Practice.
This buyer has had fantastic success on the most recent acquisition, retaining all the clients, advisers and back office staff. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
For more information please call 01765 698 699 and quote the reference number 177513
Up front budget: £ 8,000,000
Current turn over circa: £ 15,000,000
Cash offer: 3.5x Recurring Revenue
Established since: 2004
Locations: Greater London
Additional Notes:
Highly Regarded Business on the Market with Over £20mill to invest, focused on Brand Retention, Staff and Client Continuity and is Keen to Finance the Buyout of Self-employed Advisers within a Firm.
- Looking at buying 75% of a firm initially, working with the exiting directors to grow the firm over a 4 - 5 year period before buying the final 25% at premium price.
- Offering full continuity. Will keep the brand, offices, staff, charging structure, investment strategy.
- Laissez-faire management strategy with only a board meeting every month (feet not held to the flame).
- Keen to finance the buyout of self-employed advisers to increase the practice value.
- Principles to stay, salaried to grow business.
- Experienced successful acquirers.
- Interested parties must have a minimum of £100 mill FUM and / or a profit line of over £400,000.
For more information please call 01765 698 699 and quote the reference number 177486
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
