IFA Buyers South West

Up front budget: £250,000

Current turn over circa: £320,000

Cash offer: Up to 3.7x recurring revenue

Established since: 2010

Locations: Gloucestershire

Additional Notes: Well established, directly authorised IFA which has gone from strength to strength looking after inter-generations of families for over 10 years. Willing to keep the principal on for a transitional period initially and then open to retaining them further.

What makes this unique is that my client is offering high levels of continuity as he is not looking to shoehorn the clients into an investment proposition, they will be open to keeping them on their existing one and do what is in the individual's best interest.

Offering up to 3.7x recurring revenue with 50% upfront and 2 deferred payments over 2 years.

A premium offer will be available for practices offering:
- 10-20m FUM
- Locations of Gloucestershire, Herefordshire, Bath

For more information please call 01765 698 699 and quote the reference number 178461 ask for Edward Thorpe

Up front budget: £600,000

Current turn over circa: £300,000

Cash offer: up to 4x recurring revenue

Established since: 2012

Locations: Somerset

Additional Notes: A well-established chartered wealth management firm seeking their 4th successful acquisition. Proven record of 98% client retention on average due to high levels of continuity through complete flexibility on client interaction and servicing proposition.

A truly client centric firm with testimonials on Vouchedfor, The times and The Telegraph, along with the ability to speak to past retiring principals that left their life's work with the firm.

Willing to pay up to 4x recurring revenue with 50% upfront and paying the full 100% within 18 months, for the right business. Has payed 100% of all deferred elements in previous acquisitions and has done this from periods of 12-24 months.

A premium offer will be available for practices offering:
- £10-80m FUM
- Locations of Somerset, Devon, Bristol
- Investment and Pension led firm.

For more information please call 01765 698 699 and quote the reference number 178458 ask for Edward Thorpe

Up front budget: £400,000

Current turn over circa: £2,100,000

Cash offer: Up to 3.75x Recurring Revenue

Established since: 2001

Locations: Cardiff

Additional Notes:
Cardiff Based Purchaser Offering a Position for Principals for 1-2 years (details of package on request), Cash Secured for an Equity Buy-Out and a Minimal Change Approach to Integrating Practices

Advisers are supported through a 2:1 ratio of highly qualified Paraplanners, Client Relationship Managers and 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 both advisers and support staff, providing training and progression opportunities to any members of the team who are working towards the Diploma/chartered level.

For more information please call 01765 698 699 and quote the reference number 178350 ask for Edward Thorpe

Up front budget: £850,000

Current turn over circa: £11,000,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 1955

Locations: Gloucestershire

Additional Notes:
Gloucestershire Based Chartered IFA, Established for Over Six Decades With a Demonstrable Track Record of Success in Integrating Practices

Principles are encouraged to stay on in the Practice post a merger/acquisition focusing solely on managing clients (and new business if desired) with central functions and the managing of the Practice handled by the parent firm. Principles will be generously compensated for both the managing of existing clients and the introduction of the new clients to the firm (more details on request).

To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Global Investment Seminars to Client Dinners. 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.

The firm takes a soft approach to changing client investment proposition with a client by client method of evaluating any change. Advisers have large discretion over the way their own clients' money is managed and several advisers sit on the investment committee.

A Premium offer will be available to practices offering;

. Between £15-80m FUM
. Charging an ongoing fee of 0.3-0.75% Ongoing Advisory Charge
. Average client size of £150,000 or more

For more information please call 01765 698 699 and quote the reference number 176917 ask for Edward Thorpe

Up front budget: £400,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 2006

Locations: Newbury

Additional Notes:

Fully Independent Wealth Management Firm With a Very Experienced Management team Looking to Take on The Right People as Well as the Right Practice

On any acquisition, the firm will keep the original investment proposition and platform the same to ensure minimal disruption to client service (unless there is a good reason to move the clients elsewhere). The principal 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.

The management team have successfully taken on an integrated several practices, retaining both key advisory and middle office staff members who are still working to this day.

A premium offer will be available to the following:

. Located in the Reading, Tadley, Bassingstoke, Bracknell, Hungerford, Malborough, Swindon, Faringdon, Chippenham
. 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 178171 ask for Edward Thorpe

Up front budget: £300,000

Current turn over circa: £400,000

Cash offer: Up To 3.75x Recurring

Established since: 1998

Locations: Torquay

Additional Notes:
Experienced, Local Purchaser Who is Looking to Keep all Clients On the Same Platform and in the Same Advisory Models (or Bespoke/DFM offering if applicable)

For more information please call 01765 698 699 and quote the reference number 178167 ask for Edward Thorpe

Up front budget: £600,000

Current turn over circa: £1,200,000

Cash offer: Up to 3.75x Recurring Revenue

Established since: 2006

Locations: Swindon ask for Edward Thorpe

Additional Notes:
Multi-Office IFA Offering and a Unique Approach to Acquisitions and Succession Planning (See Below for Details) With Funding Secured for a 2020 Acquisition.

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 South West in three different offices in Bristol, Gloucestershire and Swindon. 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.

The administration team are trained to work with every platform and the Practice is looking to retain the clients previous investment proposition, platform and even fee structure. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

The Practice manages all clients including Retail, Corporate and Trust.

A Premium Offer Will be Available to the Following Practices:

Up front budget: £5,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 7x EBITDA

Established since: 2001

Locations: Gloucestershire ask for Edward Thorpe

Additional Notes:
Chartered and Multi-Award Winning South Wales / Gloucester Based IFA Practice Offering a Unique Sell and Stay Option To Principles Wishing to Continue Working

Advisers are supported through a 3:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region (all either fellows or chartered), 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 twelve new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered level.

The approach to acquisitions is a that of minimal change with your current fee structure, staff base and even brand to be kept the same for at least a two year period. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.


A Premium Offer Will be Available to the Following Practices:

Up front budget: £1,500,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring

Established since: 1971

Locations: Bristol

Additional Notes:

Multi-Award Winning Bristol Based Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and a Unique Approach Which Guarantees Payment for Retiring Principles

This buyer has had fantastic success with over 8 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. The firm implements a unique acquisition model which allows for a degree of clients loss with no change in the payments to the Retiring Principle. As a result, in all Practices the firm has brought on board, every Principle received 100% of the value of their business (more details on request).

Each client brought on board is reviewed individually with the Principle as to how best service the client. If remaining with the same investment proposition is the best for any particular client, no material change is made to the clients investments. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

Advisers are supported through a 1:1 ratio of highly qualified Paraplanners and Investment analysts, 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.

A premium offer will be available to practises offering:

. Practices Located in the Bath, Bristol, Wells, Warminster, Chippenham, Swindon, Thornbury and the Surrounding Area.
. Practices from £5m - £100m FUM Funds under Management
. Either principles who wish to remain in the business or take part in a 3-6 months handover of the business

For more information please call 01765 698 699 and quote the reference number 90742 ask for Edward Thorpe

Up front budget: £ 300,000

Current turn over circa: £ 100,000

Cash offer: 4x 60/40 Profile over 12 months

Established since: 2018

Locations: Gloucestershire

Additional Notes: A trio of successful individuals have come together to form a DA business with Advisory, Regulatory & Administrative expertise. Headed by a professional with direct experience of over 30 acquisitions in the last 10 years for a national IFA this business has the funding in place to proceed immediately with a market leading deal structure

For more information please call 01765 698 699 and quote the reference number 177460 ask for Edward Thorpe

Up front budget: £ 500,000

Current turn over circa: £ 1,000,000

Cash offer: 4x

Established since:

Locations: Cheltenham

Additional Notes: - £500,000 cash for an upfront payment
- Looking for a local firm in Cheltenham
- Face to face financial sdvice with an emphasis on moral and ethics.
- Can do 100% upfront on small client bank on a lower vlaue.

For more information please call 01765 698 699 and quote the reference number 177440 ask for Edward Thorpe

Up front budget: £ 500,000

Current turn over circa: £ 1,000,000

Cash offer: 4x

Established since:

Additional Notes: Established over 10 years.
Chartered Practice.
Up to 4x recurring.

For more information please call 01765 698 699 and quote the reference number 177108 ask for Ben Spratt

Up front budget: £ 300,000

Current turn over circa: £ 1,000,000

Cash offer: 4x 60/20/20

Established since: 2015

Locations: Dorset

Additional Notes: Boutique Investment Management Company with UK and Overseas presence 500k cash put aside for acquisition offering up to 4 x your recurring income and up to 80% of the consideration in the first 12 months.
My client is looking to expand its advisory services within Dorset & Hampshire and has continuity of high quality client service central to its acquisition strategy. With a preference for principals and teams to remain and develop the business with the support of a larger entity

For more information please call 01765 698 699 and quote the reference number 177389 ask for Edward Thorpe

Up front budget: £ 250,000

Current turn over circa: £ 1,000,000

Cash offer: 4.5 X Recurring 60/20/20

Established since: 2013

Locations: Gloucestershire,Wiltshire

Additional Notes: Experienced acquirer seeks Gloucestershire, Wiltshire area IFA firm to expand the advisory arm of this Investment Management Company, with £500,000 cash put aside for acquisitions, offering up to 4.5 x your recurring income and 80% of the consideration in the first 12 months.
This expanding business brings Institutional quality investment management experience to the retail advisory market and will maintain high quality client service to your valued clients. This presents a rare and exciting opportunity for principals to secure a market leading deal and to stay on with teams intact and to develop the business.

For more information please call 01765 698 699 and quote the reference number 177015 ask for Edward Thorpe

Up front budget: £ 150,000

Current turn over circa: £ 200,000

Cash offer: 4x 50/25/25

Established since: 2000

Locations: Swansea

Additional Notes: My client runs a successful Directly Authorised business and can provide a safe pair of hands for clients within an hour of Swansea. Client retention and continuity of service are the key aims to develop relationships with minimal change

For more information please call 01765 698 699 and quote the reference number 176892 ask for Edward Thorpe

Up front budget: £ 400,000

Current turn over circa: £ 400,000

Cash offer: 4x recurring 60/20/20

Established since: 2017

Locations: Somerset

Additional Notes: My client is well established within the Bristol area , growing mainly organically to where they have £38m in FUM now. With plans to ease the clients into the practice and limit the amount of change this represents a safe pair of hands for your business or valued client bank . The firm are what you would call a traditional IFA firm, with a growing business, 2 IFAs and experienced back office staff. This means that when you sell your business to them you will have the full support of the whole team behind you. To find out more about this fantastic acquirer call Byron Snaith on 01765 698 699

For more information please call 01765 698 699 and quote the reference number 176948 ask for Edward Thorpe

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: Gloucestershire

Additional Notes: Experienced acquirer seeking client banks or partial client banks in the South 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 176861 ask for Byron Snaith

Up front budget: £ 500,000

Current turn over circa: £ 750,000

Cash offer: 3.5x 50/25/25

Established since: 2013

Locations: Greater London

Additional Notes: A high-quality telephone-based business looking for a fourth successful acquisition. Boasting 99 per cent retention rate of 2 previous acquisitions of over 7mil AUA.

Focusing on providing a high quality service to the ‘middle market’ of UK retail clients investing 15K -150k, this firm is looking to grow their existing client bank of over 850 active households even further following on from their continual rapid and successful growth since 2013.

This acquirer offers a unique opportunity to complete partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients, those struggling to provide profitable review based service to smaller clients and also those looking to head in a different direction but remain in the industry.

Looking for a targeted acquisition to grow their Financial Planning and Investment Management arms the offering for the right firm, up to 3.5 times ongoing adviser fees with 50 per cent deposit on day one with 25 per cent after 12 months and 25 per cent after 24 months.

If you would like to know more about this firm, or the IFA acquisitions market in your area call Byron Snaith on 01765 698 699. We will be happy to answer any questions with free consultations and tailored advice to suit you.

For more information please call 01765 698 699 and quote the reference number 176840 ask for Edward Thorpe

Up front budget: £ 1,000,000

Current turn over circa: £ 8,000,000

Cash offer: 4.5 x 50/50

Established since: 2010

Locations: East Midlands,West Midlands

Additional Notes: The Practice is offering two distinct opportunities:

1. An attractive standard structure of up to 4.5x Recurring Revenue paid over 12 months

2. A unique opportunity to become an Appointive Representative 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 100% of both recurring and new business up until the point where the purchase agreement is executed (more details on request).

The vast majority of Advisors on board are either Charted or Fellows 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 four 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 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. Such service is largely achieved by a 9:1 ratio of technical support/administration staff to Advisers, enabling a pure advisory focused model and a focus on client contact and support. The team are ideally placed to aid the transitional period and can accommodate a number of new staff in the existing luxury offices who would also benefit from the same lucrative remuneration (more details on request).

. No minimum average portfolio size
. Up to £100m Funds under Management considered

For more information please call 01765 698 699 and quote the reference number 176823 ask for Edward Thorpe

Up front budget: £ 750,000

Current turn over circa: £ 400,000

Cash offer: 4x 60/20/20

Established since: 2017

Locations: Richmond

Additional Notes: My client started their Wealth Management business two years ago and has gone from strength to strength building up their Funds Under Management (FUM) by over double in the last year. They are currently in the process of acquiring their second business, which will grow the firm to over £40m in FUM.

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.

A premium offer will be available to practices offering;

Locations:
Oxford OX Reading RG

Total consideration (GBP):
To £1.5m

Client Base:
A young accumulating client base 50s with clients with at least £50,000 of Funds under management on average.

Staff & Premises:
Staff and premises will definitely be considered for the right business.

For more information please call 01765 698 699 and quote the reference number 176771 ask for Edward Thorpe