Up front budget: £2,000,000
Current turn over circa: £4,000,000
Cash offer: 3.5x to 4x
Established since: 2009
Locations: Cheshire,Lancashire
Additional Notes: Having bought successfully 12 times before with over half of the retired principles remaining clients of the business themselves. This acquirer is doing things in the right way.
Completely focused on giving the clients the best possible service. Offering face to face meetings in some cases quarterly. All advisers are backed by support staff in a ratio of 3:1 to make sure that all clients are dealt with the same day.
Very process driven and efficient with clients supported by a full team, multiple contacts and contact points so that there is always someone available. Staff are all employed and focused on quality of service as opposed to just new business generation.
They have a range of offerings from quarterly meetings for high net-worth, more complex clients to an offering for clients with very small portfolios (which a number of larger businesses would no longer be able to effectively service).
A top 20 firm within network of over 1400 regulated firms. Grown to almost 500mill FUM in 10 years.
Able to offer an ongoing role for a principle and staff. All advisers work from home.
Ideal business has a lower average client charge of 0.6 or below. To this business they would look to add significant client value by adding in new services but also by reducing the TER due to significant platform discounts afforded the network and the firm i.e. the clients would not be paying anymore but would have an increased service level. They would not rock the boat in regards to clients fees within the deal period.
Advisers cover all across the North West and a business in the area of the North West within 50 miles of the cities of Chester, Liverpool, Manchester, Warrington, Bolton, Preston, Blackpool, Stoke or Wrexham would be of great interest and able to secure a top valuation.
For more information please call 01765 698 699 and quote the reference number 178368
Up front budget: £600,000
Current turn over circa: £2,000,000
Cash offer: 4x 50/25/25
Established since: 2002
Locations: Greater Manchester
Additional Notes: This chartered independent financial advisory firm has completed 3 acquisitions with excellent retention levels. Businesses which have recurring revenue in the region of £60k to £250k and average portfolios north of £250k are of particular interest
For more information please call 01765 698 699 and quote the reference number 178882
Up front budget: £100,000
Current turn over circa: £5,000,000
Cash offer: 3.5x recurring income
Established since:
Locations: Cumbria
Additional Notes:
For more information please call 01765 698 699 and quote the reference number 178535
Up front budget: £150,000
Current turn over circa: £2,000,000
Cash offer: 50/25/25
Established since: 2008
Locations: Lancashire
Additional Notes: Premiums will be offered to businesses with clean regulatory history
For more information please call 01765 698 699 and quote the reference number 178583
Up front budget: £100,000
Current turn over circa: £250,000
Cash offer: 100% upfront
Established since: 2017
Locations: Lancashire
Additional Notes: Experienced acquirer seeking small DA business. Premiums will be offered for those firms with clean compliance and regulatory records evidenced by low PI premiums.
For more information please call 01765 698 699 and quote the reference number 178433
Up front budget: £2,000,000
Current turn over circa: £4,000,000
Cash offer: Between 3.5 and 4x recurring income
Established since: 2009
Locations: Cheshire
Additional Notes: Having bought successfully 10 times before with over half of the retired principles remaining clients of the business themselves. This acquirer is doing things in the right way.
Completely focused on giving the clients the best possible service. Offering face to face meetings in some cases quarterly. All advisers are backed by support staff in a ratio of 3:1 to make sure that all clients are dealt with the same day.
Very process driven and efficient with clients supported by a full team, multiple contacts and contact points so that there is always someone avaible. Staff are all employed and focused on quality of service as opposed to just new business generation.
They have a range of offerings from quarterly meetings for high net-worth, more complex clients to an offering for clients with very small portfolios (which a number of larger businesses would no longer be able to effectively service).
A top 20 firm within network of over 1400 regulated firms. Grown to almost 500mill FUM in 10 years.
Able to offer an ongoing role for a principle and staff. All advisers work from home.
Ideal business has a lower average client charge of 0.6 or below. To this business they would look to add significant client value by adding in new services but also by reducing the TER due to significant platform discounts afforded the network and the firm i.e. the clients would not be paying anymore but would have an increased service level. They would not rock the boat in regards to clients fees within the deal period.
Advisers cover all across the North West and a business in the area of the North West within 50 miles of the cities of Chester, Liverpool, Manchester, Warrington, Bolton, Preston, Blackpool, Stoke or Wrexham would be of great interest and able to secure a top valuation.
For more information please call 01765 698 699 and quote the reference number 178412
Up front budget: £100,000
Current turn over circa: £200,000
Cash offer: Up to 3.5x recurring income.
Established since: 2009
Locations: Preston
Additional Notes: Focused on providing the best chartered service.
Over 25 years in the indursty.
For more information please call 01765 698 699 and quote the reference number 177789
Up front budget: £2,000,000
Current turn over circa: £20,000,000
Cash offer: 3.8x Recurring income
Established since: 1963
Locations: Cheshire
Additional Notes: Multi Award Winning, North West Advisory Practice Offering up to an Extremely attractive 3.8x Recurring Revenue in conjunction with a more Unique Structure (see below for more details).
The Practice is offering two distinct opportunities:
1. An attractive share sale structure to be paid over 12-24 months
2. A unique opportunity to become trading style of the Practice, where all Regulatory and Compliance work is lifted from the business for a small fee of revenue. A multiple is then agreed to purchase the business at some point in the future with discretion falling on the selling party. The Partner(s) continue working and keep the majority of both recurring and new business up until the point where the purchase agreement is executed. Full support during this time is provided with the option for; Full advisory cover to enable extended leave, full paraplanning/compliance support alongside office space if needed. This option suits advisers who are not quite ready to retire or wish to engage in a lengthier transition period but would benefit from a de-risking of the businesses and to maintain the income stream until ready to sell. (more details on request)
This practice has had fantastic success with over 5 previous acquisitions in the last 2 years experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and installments were paid off early within a 12 month period. 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 vast majority of advisers on board are either Chartered or Award Winning and all are advocates of a tailored approach to both the execution of advice and the delivery standard. The Practice has a deep founded face to face model with Advisers covering the entire span of the UK where clients are seen up to three times a year. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.
Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the North West and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer. Such service is largely achieved by a 2:1 ratio of technical support/administration staff to advisers, enabling a pure advisory focused model and a focus on client contact and support.
A premium offer will be available to Practices offering:
. Located in the Chester, Wilmslow, Knutsford, Northwich, Frodsham, Warrington, St Helens, Manchester and the Surrounding Area
. £100,000 minimum household average portfolio size
. Up to 150m Funds under Management
For more information please call 01765 698 699 and quote the reference number 178138
Up front budget: £250,000
Current turn over circa: £2,700,000
Cash offer: 3.5 to 4 x
Established since: 1995
Locations: Cheshire
Additional Notes: This experienced IFA acquirer with a 30 year history of high quality client service is seeking to offer a safe pair of hands for your life's work. Providing both Face to Face servicing and remote servicing this 6 adviser practice can tailor a bespoke acquisition model tailored to your specific requirements.
Whether you want to be retained or provide a warm handover they can ensure maximum client retention.
For more information please call 01765 698 699 and quote the reference number 178093
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.5x recurring income
Established since: 2005
Locations: Cheshire
Additional Notes: Established for Over 10 years, looking for a forward thinking, high quality firm who would be willing to adopt new processes and technology.
Ideally, the first acquisition would be between £30m to £100m AUM.
For more information please call 01765 698 699 and quote the reference number 177825
Up front budget: £5,000,000
Current turn over circa: £8,000,000
Cash offer: Up to 4x recurring income as long as that doesn't exceed 7x EBITDA
Established since: 1995
Locations: Greater Manchester
Additional Notes: - IFA with DFM permissions and their own platform which can keep client fees down to a TER of 1.5% yet provide a fully comprehensive service.
- Minimum client household investment level of £100,000.
For more information please call 01765 698 699 and quote the reference number 177717
Up front budget: £5,000,000
Current turn over circa: £8,000,000
Cash offer: Up to 4x recurring revenue as long as it is no more than 7x adjusted EBITDA.
Established since: 1995
Locations: Greater Manchester
Additional Notes: - IFA business with supporting DFM structure.
- Want people to stay and grow the firm underneath the group.
For more information please call 01765 698 699 and quote the reference number 177716
Up front budget: £1,000,000
Current turn over circa: £4,000,000
Cash offer: 3.5x recurring revenue and upwards for the perfect firm.
Established since: 2011
Locations: Cheshire
Additional Notes: - £100,000 to £1,000,000 recurring income of interest.
- Personal guarantee on payments for vendor protection.
- Uplift of recurring revenue included as standard.
- Brilliant service including the clients tax return, wills, power of attorney, cash flow modelling using both Voyant and Truth as standard. Charges ranging from between 0.5% to 1% dependent on amount invested (i.e. higher amount = lower charges).
- Provide quarterly reviews for client with over £1mill invested, over £500k.
- Big back office team with over 50 employees in total.
- Happy to take on as an AR with an option to purchase: for those looking for a slower exit.
- Can buy majority shareholdings if a preference.
- Can offer seats on the board within the larger group.
- Will buy shares and / or assets.
For more information please call 01765 698 699 and quote the reference number 177518
Up front budget: £100,000
Current turn over circa: £200,000
Cash offer: 4x 50/25/25
Established since: 2013
Locations: Lancashire
Additional Notes: Client Bank or Business required to £50k recurring. Premium offered for average portfolios in excess of £200k
For more information please call 01765 698 699 and quote the reference number 177602
Up front budget: £200,000
Current turn over circa: £1,000,000
Cash offer: 4x 50/25/25
Established since: 2002
Locations: Greater Manchester
Additional Notes: This chartered independent financial advisory firm has completed 3 acquisitions with excellent retention levels. Businesses which have recurring revenue in the region of £60k to £120k and average portfolios north of £150k are of particular interest
For more information please call 01765 698 699 and quote the reference number 177501
Up front budget: £ 250,000
Current turn over circa: £ 2,000,000
Cash offer: 4x 50/25/25
Established since: 1990
Locations: Lancashire
Additional Notes: This family business has a reputation for providing quality service to its clients and recently won an award as one of the best places to work. With succession at the heart of its plans and the right balance of experienced advisers and younger talented advisers this busines provides a real long term home for clients in any acquisition. The ideal business will have portfolios in excess of 200k with long established relationships with the existing adviser
For more information please call 01765 698 699 and quote the reference number 177367
Up front budget: £ 150,000
Current turn over circa: £ 300,000
Cash offer: 3.75x, 50% upfront, 25% at 12 months, 25% at 24 months.
Established since: 2010
Locations: Preston
Additional Notes: In the industry for over 10 years, younger IFA looking to grow and expand and build something to last them for the next 20 years.
Focused on boutique client banks of 50 - 100 households. An average portfolio size of £200,000+ is highly sought after. Average client charge of 0.5%. Businesses specifically with medical and dental clients would be valued at a significant premium.
For more information please call 01765 698 699 and quote the reference number 177009
Up front budget: £ 1,000,000
Current turn over circa: £ 1,000,000
Cash offer: 4.2x recurring revenue 50/25/25
Established since: 2015
Locations: Greater Manchester
Additional Notes: Experienced acquirer seeking client banks or partial client banks in the North West. with smaller average portfolios of £20K to £200K capable of remote compliant servicing by this telephone and web based business.
With three successful acquisitions and retention levels of between 99 and 100%, this practice is now looking to embark on a sustained acquisition program through 2019.
Having invested heavily recently, to ensure all clients have a dedicated service adviser, the business boasts six experienced regulated individuals with ample capacity to match the planned growth.
Principals who are looking to focus on their core clients and perhaps sell a portion of their clients with lower average portfolios are particularly welcome.
With multiples to 4.2x and 50% deposit upon completion, this is a rare opportunity for principles preparing for a future exit to enhance their average portfolio size and increase their core business value.
For more information please call 01765 698 699 and quote the reference number 176890
Up front budget: £ 1,000,000
Current turn over circa: £ 1,000,000
Cash offer: 4.2 x 50/25/25
Established since: 2015
Locations: West Midlands,East Midlands
Additional Notes: Experienced acquirer seeking client banks or partial client banks in the Midlands. with smaller average portfolios of £20K to £200K capable of remote compliant servicing by this telephone and web based business.
With three successful acquisitions and retention levels of between 99 and 100%, this practice is now looking to embark on a sustained acquisition program through 2019.
Having invested heavily recently, to ensure all clients have a dedicated service adviser, the business boasts six experienced regulated individuals with ample capacity to match the planned growth.
Principals who are looking to focus on their core clients and perhaps sell a portion of their clients with lower average portfolios are particularly welcome.
With multiples to 4.2x and 50% deposit upon completion, this is a rare opportunity for principles preparing for a future exit to enhance their average portfolio size and increase their core business value.
For more information please call 01765 698 699 and quote the reference number 176733
Up front budget: £ 800,000
Current turn over circa: £ 2,000,000
Cash offer: 4x 60/20/20
Established since: 2008
Locations: Cumbria
Locations: Lancaster,Blackpool,Kendal,Preston
Additional Notes: Cash buyer, experienced acquirer in Cumbria offering to 4 x your recurring revenue stream with up to 60% of the consideration up front.
Cash buyer with a budget up to £1.5m.
My client started their Wealth Management business ten years ago and has gone from strength to strength building up their Funds Under Management (FUM) to over £150m. What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition. They ease the clients in, letting them get to know their business and making sure that they are comfortable with them.
You will obviously be on hand to help the process, warmly introducing them to your clients and be on hand to help provide guidance whenever necessary so you can help them to know your clients as well as you do.
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
