IFA Buyers South West

Up front budget: £ 500,000

Current turn over circa: £ 300,000

Cash offer: 4x recurring revenue deal structure 50/25/25

Established since: 2008

Locations: Somerset

Additional Notes: Chartered Financial Planners established for over 10 years specialising in advising successful business owners and professional individuals this business develops an intimate understanding of their clients values.
Creating bespoke investment plans they assist clients to make prudent investment decisions to maintain their quality of life. This boutique exclusive practice is committed to excellent work where their attention is completely focused and their energy, enthusiasm and ethics are fully engaged. Client retention levels are excellent as displayed by the discretion, competence and care taken in relationship building post acquisition.
If you have half an eye on retirement, it would be the perfect time for a non-commital, confidential conversation with our client.

For more information please call 01765 698 699 and quote the reference number 176761 ask for Edward Thorpe

Up front budget: £ 500,000

Current turn over circa: £ 1,000,000

Cash offer: 4.25x 60/20/20

Established since: 2000

Locations: Wiltshire

Additional Notes: Wiltshire Chartered Financial Planners, Offering up to 4.25 x your recurring revenue stream with up to 80% consideration paid within 12 months

Established in 2000 this firm and has grown to circa £80 million FUM

This multi disciplined established practice has 8 IFAs and an experienced Management Team and back office support and presents a rare and exciting opportunity for principals to secure a market leading multiple with a bespoke exit strategy
A premium offer will be available to practices offering;

Locations:
Wiltshire

Total consideration (GBP):
To £1 million

Client Base:
A solid and loyal client base with accumulating clients in 50s with at least £200k on average.

Staff & Premises:
Principal and staff can be retained

For more information please call 01765 698 699 and quote the reference number 176669 ask for Edward Thorpe

Up front budget: £ 500,000

Current turn over circa: £ 1,000,000

Cash offer: 4.3x

Established since: 2013

Locations: Devon

Locations: Exeter

Additional Notes: Exeter Award winning Chartered Financial Planners Offering to 4.3 x recurring revenue stream with 50% of the consideration paid day 1.

My client started their Wealth Management business over six years ago and has gone from strength to strength growing to circa£100 million 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.

This established practice has 3 IFAs and an experienced Management Team and back office support and presents a rare and exciting opportunity for principals to secure a market leading deal and be retained with teams intact.

A premium offer will be available to practices offering;

Locations:
Exeter and a radius of 25 miles

Total consideration (GBP):
To £800k

Client Base:
A solid and loyal client base with accumulating clients in 50s with at least £200k on average.

Staff & Premises:
Principal & Staff can be retained

For more information please call 01765 698 699 and quote the reference number 176748 ask for Edward Thorpe

Up front budget: 150000

Current turn over circa: undefined

Cash offer: 4 x 60/20/20

Established since: 2003

Locations: Cornwall

Locations: Plymouth

Additional Notes: Seasoned Family IFA purchaser – Devon/Cornwall – 300k cash

A seasoned acquirer based in Devon looking to acquire with 300k in cash. Established for 15 years with a holistic approach to Investment Tax & Lifestyle Strategies, this business provides a superb opportunity for a retiring principal to ensure high client service levels are maintained.

With previous acquisition experience this firm is keen to expand on their HNW client bank local to Devon. Providing 3 high quality and experienced advisers with comprehensive back office support this team provides a platinum service to existing clients and the capacity to integrate more.

Operating a DFM and Model portfolio over the last 15 years with monthly investment committee meetings to ensure fund performance and maximum client retention. Trainee advisers have also been recruited in preparation for continued referrals and another successful acquisition. This is a business with succession plans in place looking to take the next step forward in their considered growth.

This experienced and client-centric acquirer is offering up to 4x recurring income with a strong deposit on completion and a flexible handover.
ask for Edward Thorpe