IFA Buyers South West

Up front budget: £5,000,000

Current turn over circa: £100,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2012

Additional Notes: Having acquired 8 times previously, you and your clients will be working with a firm who have a proven smooth process in place, leading to fewer problems along the way and higher client retention.

This firm has an option for all clients meaning you will receive value on all clients within your business.

For more information please call 01765 698 699 and quote the reference number 181150

Up front budget: £10,000,000

Current turn over circa: £45,000,000

Cash offer: Up to 9x EBITDA

Established since: 2006

Additional Notes: Having acquired 13 times over the last decade, this firm are very experienced in acquisitions ensuring a smooth process and transition for you and your clients.

They will maintain your charging structure for the first two years, again allowing a smooth transition as your clients wont be spooked by uplifted costs.

You will see a full revaluation on entry multiple at the end of the second year, meaning you get full benefit of growth over the two year earnout.

For more information please call 01765 698 699 and quote the reference number 181018

Up front budget: £500,000

Current turn over circa: £1,300,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2005

Locations: Somerset

Additional Notes: - Seeking a firm below £150k in recurring revenue to expand their office.
- Happy to keep the existing principle on to continue advising, improving client retention.

For more information please call 01765 698 699 and quote the reference number 90732

Up front budget: £250,000

Current turn over circa: £130,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2018

Locations: Somerset

Additional Notes: This advisor has plenty of capacity for additional clients, so you can be sure they will be very well looked after.

They are happy to keep your clients on their existing investment proposition, at least for the earn out period, ensuring maximum client retention.

For more information please call 01765 698 699 and quote the reference number 180966

Up front budget: £600,000

Current turn over circa: £600,000

Cash offer: Up to 4x RI

Established since: 2008

Additional Notes: With coverage throughout south and west Wales, your clients will have their face-to-face service continued.

Will take on low-value clients.

For more information please call 01765 698 699 and quote the reference number 179632

Up front budget: £2,000,000

Current turn over circa: £7,000,000

Cash offer: 4x

Established since: 2010

Locations: Bristol

Locations: Bristol

Additional Notes: A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above 3500,000
. AUA Between £20m - £150m

For more information please call 01765 698 699 and quote the reference number 180690

Up front budget: £1,000,000

Current turn over circa: £800,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2002

Additional Notes: With coverage throughout the South-West and a proposition for everyone, a quality service can be provided for all cluents.

For more information please call 01765 698 699 and quote the reference number 180675

Up front budget: £1,000,000

Current turn over circa: £2,500,000

Cash offer: Up to 4.3x Recurring Revenue

Established since: 2009

Locations: Dorset

Additional Notes: Having acquired 7 times previously, you can be certain that you and your clients will be in safe hands by chartered advisors.

For more information please call 01765 698 699 and quote the reference number 180440

Up front budget: £200,000

Current turn over circa: £600,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2017

Locations: Devon

Locations: Exeter

Additional Notes: Would look for the principle to remain within the business, seeking to maximise client retention.

Premiums will be paid for firms below £20m FUM, with average portfolio sizes per-household above £250k.

For more information please call 01765 698 699 and quote the reference number 180070

Up front budget: £500,000

Current turn over circa: £750,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1982

Locations: Devon

Locations: Exeter

Additional Notes: Having acquired twice previously with 100% client retention in the latest acquisition, you can be sure your clients are in safe hands and you will receive the maximum payment.

Established over 40 years ago, this firm have a strong track record of client satisfaction.

For more information please call 01765 698 699 and quote the reference number 180047

Up front budget: £1,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Income

Established since: 2007

Locations: Somerset

Locations: Bristol

Additional Notes: Having acquired 5 times previously, you can be sure you are in safe hands with an experienced acquirer.

Premiums paid for average potfolios above £350k per household.

For more information please call 01765 698 699 and quote the reference number 180033

Up front budget: £500,000

Current turn over circa: £0

Cash offer: Over 4x Recurring Revenue

Established since: 2021

Locations: Devon

Locations: Exeter

Additional Notes: Happy to retain the premises and staff of all levels within the business.

Won't look to alter the investment proposition, keeping continuation for the clients.

For more information please call 01765 698 699 and quote the reference number 180018

Up front budget: £1,000,000

Current turn over circa: £5,000,000

Cash offer: 1000000

Established since: 2000

Locations: Cardiff

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.

- Purchaser is willing to pay up to 4x recurring revenue over a 2 year period and offering 75% of the total sale price in the first year.

- Offering the principal the ability to stay on for a number of years to ensure clients get a warm introduction.

For more information please call 01765 698 699 and quote the reference number 179989

Up front budget: £1,200,000

Current turn over circa: £1,000,000

Cash offer: Up to 4x Recurring Income

Established since: 2016

Locations: Surrey

Locations: Guildford

Additional Notes: This buyer is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.

Will maintain investment proposition for up to 2 years.

With an expanding, ambitious business with 5 fully qualified chartered advisors, you can be assured that your clients will be very well looked after by the Director and his support team.

Handover period of up to 2 years welcome as well as the flexibility of employment of further staff in the business.

They would be able to pay a premium of over 4x recurring revenue for average portfolios of above £200k and average ages in the early 50s.

For more information please call 01765 698 699 and quote the reference number 179912

Up front budget: £12,000,000

Current turn over circa: £23,000,000

Cash offer: Up to 9x EBITDA

Established since: 2015

Locations: Devon/Cornwall

Additional Notes:
- 80% of Consideration will be paid in the first 12 months significantly de-risking the transaction

- For the right business, the firm will look to pay up to 9x EBITDA / 4-4.5x Recurring Income

- The Purchaser will Retain the brand for at least the first year, preserving the local touch of your firm thus aiding with the transition


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

. A good trading history and good local reputation
. Housing assets between £80m-£500m FUM
. Firms in the Cornwall, Plymouth, Exeter, Taunton, Truro, Torquay and the Surrounding Areas

For more information please call 01765 698 699 and quote the reference number 179880

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: Up To 3.75x Recurring Income - Share Sale

Established since: 2013

Locations: West Glamorgan

Locations: Cardiff

Additional Notes: The firm has taken on board 4 IFA Practices in the last 15 years, on the three most recent acquisition no clients were lost and the owners received more than 100% of the original value of the business.

A premium offer will be available to the following:

. Located in Cardiff
. Practices from £10m-50m Funds under Management
. Principles who wish to retire post completion or remain in the business on an attractive salary (enquire for more details)

For more information please call 01765 698 699 and quote the reference number 179852

Up front budget: £500,000

Current turn over circa: £100,000

Cash offer: Up to 4x Recurring Income

Established since: 2021

Locations: Hertfordshire

Locations: St Albans

Additional Notes: Have acquired a practice previously, meaning this purchaser is comfortable with the process and have proven they are a serious acquirer, with strong ambitions for the future.

Happy to keep the principle on for 1-2 years to assist in the integration of clients, with flexibility to remain even longer.

A number of chartered advisors meaning your clients will have flexibility with a qualified proffesional.

For more information please call 01765 698 699 and quote the reference number 179354

Up front budget: £200,000

Current turn over circa: £400,000

Cash offer: Up to 4x Recurring Income

Established since: 2019

Locations: Monmouthshire

Locations: Newport

Additional Notes: With 17 years of experience, growth to £400k turnover and strong ambitions for the next 30 years, your clients will be in strong hands.

The practice is happy to keep the same investment proposition for the first 12 months, ensuring maximum retention of clients.

A client-focused IFA, they will ensure that each client is brought onboard smoothly and will take the time to understand each of their needs.

For more information please call 01765 698 699 and quote the reference number 179471

Up front budget: £750,000

Current turn over circa: £1,200,000

Cash offer: 4.3x recurring revenue

Established since: 2010

Additional Notes: This firm is offering over 4x recurring revenue for a south wales based IFA. This is actually 1x more than the average for a quality IFA firm in the region.

This firm has completed on 3 acquisitions in the past only losing one client across them all. Thus, they have a proven track record of successfully integrating client and maintaining strong client relationships.

They have paid in full in every acquisition they have completed on which means it's a very safe pair of hands to take on your life's work and realising every pound, shilling and pence of value in the business.

For more information please call 01765 698 699 and quote the reference number 179209

Up front budget: £5,000,000

Current turn over circa: £3,000,000

Cash offer: up to 4.5x recurring income

Established since: 2001

Additional Notes: Outstanding regional IFA which is highly experienced in acquiring seeking another high quality firm with a war-chest of over £5m

This firm is offering up to 4.5x recurring income, which is actually 1-1.5x more than what we sold local competitor businesses for this year.

They have completed on 12 acquisitions achieving on average over 95% client retention rate. Therefore, you can be confident that your clients will be happy with the level of service they will receive. Resultantly, this firm has paid in full for every business they have bought, meaning it is highly likely you will receive every pound, shilling and pence for your firm.

A premium price will be offered to those firms who:
- have an average client portfolio size of over £100,000
- Charge their clients between 0.35%-1%
- Are South West based

For more information please call 01765 698 699 and quote the reference number 179192