Up front budget: £15,000,000
Current turn over circa: £121,000,000
Cash offer: Up to 4.5x Recurring Revenue
Established since: 1995
Additional Notes: With upwards of £14billion of funds under management, over 1000 staff members and an extremely well-equipped back office team, any retiring IFA can be sure that their clients will be in extremely capable hands moving forwards. Self-funding but with additional secured avenues provide a strong budget for acquisitions.
Could offer flexibility on methodology and buy either the goodwill and assets in the business or conduct a share purchase, dependent on liability.
With a whole host of services, a tiered charging structure and a mixtures of passive & active funds as well as ESG funds, the ability to cater to HNW individuals, investment management & discretionary services, there will be a solution for the vast majority of clients.
For more information please call 01765 698 699 and quote the reference number 181108
Up front budget: £650,000
Current turn over circa: £1,500,000
Cash offer: 4xRI
Established since: 2015
Locations: North Yorkshire
Locations: Darlington
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.
Firms with average portfolio size of £200K plus and ongoing charges of 0.5% will be offered a premium.
For more information please call 01765 698 699 and quote the reference number 180658
Up front budget: £1,000,000
Current turn over circa: £2,200,000
Cash offer: 4.25
Established since: 2015
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: - 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 98%.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above £500,000
. AUA Between £15m - £150m
For more information please call 01765 698 699 and quote the reference number 180491
Up front budget: £200,000
Current turn over circa: £500,000
Cash offer: 4.5x
Established since: 2010
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: This family business has grown through a successful combination of client and professional referrals and planned acquisition. Premiums will be offered for those businesses with average portfolios in excess of £200k.
For more information please call 01765 698 699 and quote the reference number 180221
Up front budget: £75,000
Current turn over circa: £200,000
Cash offer:
Established since:
Additional Notes: My business has been established for Less than 2 years, khbkbk
For more information please call 01765 698 699 and quote the reference number 178359
Up front budget: £2,500,000
Current turn over circa: £5,000,000
Cash offer: Up to 4.5x Recurring Income
Established since: 1990
Locations: North Yorkshire
Locations: Leeds
Additional Notes: Will retain all members of staff within the business, including the principle during a paid handover.
Won't alter the investment proposition unless it saves the client money, using state of the art technology to increase efficiency.
For more information please call 01765 698 699 and quote the reference number 180161
Up front budget: £800,000
Current turn over circa: £1,700,000
Cash offer: Up to 4x
Established since: 2010
Locations: North Yorkshire
Locations: York
Additional Notes: Local IFA looking to integrate another practice, offering up to 4x recurring revenue. Firm has been developed with the client in mind including a 1:2 advisor to support staff.
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 98%.
This firm has developed the foundations with technology at the forefront all for the purpose of providing the most efficient and effective service to the client. They employ 2 back office staff per advisor so the advisor can concentrate on providing the personal, face to face service
For more information please call 01765 698 699 and quote the reference number 180130
Up front budget: £3,000,000
Current turn over circa: £1,500,000
Cash offer: 4.25x
Established since: 2015
Locations: North Yorkshire
Locations: Leeds
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.
- The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition. All staff in both businesses were offered a position.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above £500,000
. AUA Between £15m - £150m
For more information please call 01765 698 699 and quote the reference number 179923
Up front budget: £1,000,000
Current turn over circa: £2,500,000
Cash offer: 4x Recurring Income
Established since: 2000
Locations: North Yorkshire
Locations: Middlesbrough
Additional Notes: Independent Wealth Management Firm Paying 4x Recurring Income
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.
Firms with average portfolio size of £200K plus and ongoing charges of 0.5% will be offered a premium.
For more information please call 01765 698 699 and quote the reference number 92281
Up front budget: £1,000,000
Current turn over circa: £200,000
Cash offer: Up to 4x Recurring Income
Established since: 2012
Locations: South Yorkshire
Locations: Leeds
Additional Notes: As a chartered financial planner, you can be sure y our clients are in safe hands.
For more information please call 01765 698 699 and quote the reference number 179879
Up front budget: £300,000
Current turn over circa: £600,000
Cash offer: Up to 4x Recurring Income
Established since: 2009
Locations: North Yorkshire
Locations: Wakefield
Additional Notes: Client retention above 95% in their three previous acquisitions.
Looking for firms below £50m FUM and is happy to retain both the principal and back-office staff.
For more information please call 01765 698 699 and quote the reference number 179840
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: up to 4x Recurring Income
Established since:
Additional Notes: My business has been established for Over 10 years, Getting bigger, want to grow quickly and acquisitions will help do this.
For more information please call 01765 698 699 and quote the reference number 179791
Up front budget: £1,500,000
Current turn over circa: £2,500,000
Cash offer: Up to 4x Recurring Income
Established since: 2004
Locations: North Yorkshire
Locations: Harrogate
Additional Notes: Having previously acquired, this purchaser has the experience to complete a smooth acquisition.
Twice previously a member of the Financial Times' 'Top 100 Financial Advisors', this firm excels with client servicing.
For more information please call 01765 698 699 and quote the reference number 179838
Up front budget: £300,000
Current turn over circa: £250,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2005
Locations: Tyne and Wear
Locations: Newcastle
Additional Notes: Ambitious IFA with a focus on developing a quality firm, this business has been servicing clients for nearly 20 years typically through face-to-face meetings.
Taking on staff can be considered if there's a good fit.
For more information please call 01765 698 699 and quote the reference number 179831
Up front budget: £500,000
Current turn over circa: £4,000,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2006
Locations: Tyne and Wear
Locations: Newcastle
Additional Notes: Offering up to 4x Recurring revenue and will pay a premium for average portfolios in excess of £500k.
Have financial services in tax, protection, accounting, as well as pensions and investments, making sure your clients' needs can be serviced under one roof.
For more information please call 01765 698 699 and quote the reference number 179756
Up front budget: £1,000,000
Current turn over circa: £15,000,000
Cash offer: 50/50 over 12 months to 4.5x recurring
Established since: 2012
Locations: West Yorkshire,North Yorkshire
Locations: Leeds
Additional Notes: Independent Wealth Management Business within a Professional Services Group with presence in Yorkshire and the North West and London is looking to expand and is willing to offer a premium to those firms displaying the following
- Portfolios in excess of £500k
- Principals willing to be retained to ensure maximum
client retention for at least 1 to 2 years
- Established client relationships
- Share or Asset purchase considered
For more information please call 01765 698 699 and quote the reference number 179652
Up front budget: £500,000
Current turn over circa: £1,500,000
Cash offer: 4x over 12 months
Established since: 2008
Locations: North Yorkshire
Additional Notes: This North Yorkshire IFA business has a team of 5 advisers with a dedicated back office team with ample capacity to make their next acquisition.
For more information please call 01765 698 699 and quote the reference number 179377
Up front budget: £150,000
Current turn over circa: £1,000,000
Cash offer: 100% Upfront 3 to 4 x Recurring
Established since: 2002
Locations: North Yorkshire
Additional Notes: Premiums offered for those firms with low insurance costs and or recent Authorisation. Would suit advisers wishing to be retained for a few years and wanting flexibility to work beyond this.
For more information please call 01765 698 699 and quote the reference number 179273
Up front budget: £1,500,000
Current turn over circa: £4,000,000
Cash offer: 3..5 to 4 x 60/20/20
Established since: 1996
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
Additional Notes: Award winning IFA with £3m to spend is ready to acquire now and can offer the following:
- Typical 3.5x to 4x recurring revenue over 2 years
- Premiums for those firms with between £10m and £75m FUM
- Clawback free payment structures so you guarantee 100% of your consideration payable
-Experienced acquirer so do not take our word for it speak to retired principals and ask them direct
-Growing business with annual graduate intake across all departments with 12 advisors and 60 staff in total so you know they have the expertise and capacity to maintain service levels and ensure a smooth integration.
- Adviser and staff retention an be considered
For more information please call 01765 698 699 and quote the reference number 179249
Up front budget: £500,000
Current turn over circa: £500,000
Cash offer: 60/20/20 4x
Established since: 2019
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
Additional Notes: This business provides a rare opportunity to secure a market leading multiple for an IFA business with the ability to stay on and maximise client retention.
Enquiries are welcome from those IFAs that can show the following:
- Direct Authorisation
- Clean Regulatory and Compliance Record
- No Defined Benefits Cases
For more information please call 01765 698 699 and quote the reference number 179235
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
