Up front budget: £600,000
Current turn over circa: £750,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2019
Locations: West Midlands
Additional Notes: This buyer has acquired successfully before ensuring a smooth process for you and your clients.
There is also a solution for lower value clients, meaning that all clients will be taken on and serviced in an acquisiiton.
For more information please call 01765 698 699 and quote the reference number 181141
Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 4.3x Recurring Income
Established since: 1994
Locations: West Midlands
Additional Notes: Coventry based wealth managing housing £200m of clients assets with £2m of cash looking to integrate a well established IFA
They can offer up to 4.5x recurring income whilst paying 60% of the consideration upfront. This is 1.5x more than the majority of the market place whilst offering 20-25% more upfront.
This acquirer is incredibly flexible on what they can offer the retiring owner. They will maintain staff and investment proposition whilst offering the owner the ability to continue on servicing the clients or an ambassadorial role during the integration period.
For more information please call 01765 698 699 and quote the reference number 180163
Up front budget: £200,000
Current turn over circa: £8,000,000,000
Cash offer: 4.5x Recurring Income
Established since: 1998
Locations: East Midlands
Locations: Leicester
Additional Notes: Award Winning Independent Wealth Management Firm Paying 4.5x Recurring Income.
- The firm paid 4.5 Recurring Income for two businesses purchased in 2021 (both asset sales) and flexible with payment structure. 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.
- Principles are encouraged to stay on in the Practice post acquisition focusing on 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 client and the introduction of the new clients to the firm (more details on request).
- The vast majority of advisors on board are either Charted or Award Winning and all are advocates of a tailored approach to both the executing of advice and the delivery standard. The firm has a deep founded face to face model with advisors cover the distance of the Midlands and South UK where clients are seen up to two 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.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Share purchase or Asset purchase option
. AUA Between £20m - £275m
For more information please call 01765 698 699 and quote the reference number 179882
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 4x Over 24 months
Established since: 2010
Locations: Leicestershire
Locations: Leicester
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 179633
Up front budget: £400,000
Current turn over circa: £100,000
Cash offer: Up to 4x Recurring Income
Established since: 2012
Locations: West Midlands
Locations: Birmingham
Additional Notes: This West Midlands IFA has grown through a successful combination of client and professional referrals. 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 178253
Up front budget: £500,000
Current turn over circa: £100,000
Cash offer: Up to 4x RI
Established since: 8
Locations: West Midlands
Locations: Birmingham
Additional Notes: The business has been established for 5-10 years, Looking for Birmingham and surrounding areas.
Tiered charging structure ensuring the clients get the best service, bringing them on gradually during a warm handover.
For more information please call 01765 698 699 and quote the reference number 178678
Up front budget: £3,000,000
Current turn over circa: £500,000
Cash offer: up to 4x recurring revenue and up to 70% upfront over 12 months
Established since: 2001
Locations: Nottinghamshire
Locations: Nottingham
Additional Notes: - Bespoke exit options available including retention of principal, staff and premises to ensure maximum retention and continuity of existing investment 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 179608
Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: 4.5x recurring income
Established since: 1994
Additional Notes: Coventry based wealth managing housing £200m of clients assets with £2m of cash looking to integrate a well established IFA
They can offer up to 4.5x recurring income whilst paying 60% of the consideration upfront. This is 1.5x more than the majority of the market place whilst offering 20-25% more upfront.
This acquirer is incredibly flexible on what they can offer the retiring owner. They will maintain staff and investment proposition whilst offering the owner the ability to continue on servicing the clients or an ambassadorial role during the integration period.
For more information please call 01765 698 699 and quote the reference number 179314
Up front budget: £500,000
Current turn over circa: £550,000
Cash offer: 4.3x recurring income
Established since: 2000
Additional Notes: Cardiff based IFA with a £500,000 war-chest offering high levels of continuity
This firm is offering up to 4.2x recurring income which is 1.2x more than where the market is in South Wales, illustrating the premium price they are prepared to pay.
This firm will offer continuity in platform and investment philosophy of the retiring IFA owner which limits any change from the clients perspective ensuring high level of client retention.
They have bought 4 firms in the past retaining over 95% of clients in the integration, paying the retiring owners in full.
For more information please call 01765 698 699 and quote the reference number 179296
Up front budget: £500,000
Current turn over circa: £1,000,000
Cash offer: 4.5x recurring income
Established since: 1980
Locations: West Midlands
Locations: Wolverhampton
Additional Notes: This firm is offering up to 4.5x recurring income for the right practice. This is 1-1.5x more than the average west midlands based IFA has sold for this year.
This is a chartered firm with a 2:1 support staff to advisor to allow the advisor the ability to offer personal and bespoke financial planning.
A premium price is offered for the following:
- west midlands based firm
- charging structure between .5-1%
- pensions & investments based business
- average client portfolio size over £100,000
For more information please call 01765 698 699 and quote the reference number 179021
Up front budget: £500,000
Current turn over circa: £650,000
Cash offer: 4.5x recurring revenue
Established since: 2000
Additional Notes: Local practice offering 4.5x for the right firm who has a strong relationship between the advisor and clients. This is a significant premium offered for a loyal client base.
This firm is ensuring continuity in how the clients are serviced and the investment proposition. They will continue with any platforms involved. Therefore, there is minimal change from the clients perspective, keeping them happy and increasing the likelihood of high levels of client retention.
There is the possibility for the principle to stay on advising the clients for a few years on a self employed basis on top of receiving the capital lump sum for the business. Alternatively the principle has the option for a remunerated ambassadorial role to ensure client retention resulting in you getting paid in full for the business.
For more information please call 01765 698 699 and quote the reference number 179207
Up front budget: £500,000
Current turn over circa: £750,000
Cash offer: 4.5x recurring revenue
Established since: 2010
Additional Notes: This firm is offering 4.5x recurring revenue for a high quality local IFA. This is actually 1.5x higher than the average in the region meaning you will maximise the capital value of the business
This firm offers 2 chartered IFA's offering a personal face to face approach to advising with the support of 2 administrators and 1 paraplanner. Resultantly, the advisors have the capacity to see a client multiple times a year.
This firm has a warchest of over £500,000 and offering premium pricing for the following:
- West Midlands based IFA
- Predominately Pensions and Investments
- Average client portfolio size being over £40,000
For more information please call 01765 698 699 and quote the reference number 179206
Up front budget: £1,000,000
Current turn over circa: £1,800,000
Cash offer: 4x recurring revenue
Established since:
Locations: West Midlands
Additional Notes: West Midlands based IFA managing £150m of clients funds seeking their 5th successful business integration
This client is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.
There are 5 chartered advisors to look after your clients with paraplanning and admin support at their disposal. Therefore, your clients will be serviced by high quality staff with the time and resources to provide that bespoke, personal service.
This firm has successfully integrated 4 firms into the practice over the last 5 years, achieving incredibly high levels of client retention, over 90% throughout. Thus, ensuring safe pair of hands to look after your life's work, increasing the confidence in being paid in full in the deferred elements.
For more information please call 01765 698 699 and quote the reference number 178714
Up front budget: £700,000
Current turn over circa: £1,500,000
Cash offer: AR route with up to 4x recurring revenue guaranteed buyout
Established since: 2005
Locations: West Midlands
Additional Notes: This firm is representing a unique proposition, offering a vendor to come into the umbrella of the practice as an Appointed Representative including a guaranteed buyout in a future time period with a multiple up to 4x recurring revenue.
Therefore, the vendor will join the firms compliance regime paying a % of revenue for this, whilst earning the revenues from still running the business as an AR.
Multiple levels of support and service can be offered depending on your preferences, with costing being worked out accordingly. This can significantly free up time whilst allowing the ability to concentrate on servicing the clients and can actually produce higher profit margins.
This firm has successfully integrated 5 businesses, achieving an impressive 98% client retention on average.
For more information please call 01765 698 699 and quote the reference number 178641
Up front budget: £200,000
Current turn over circa: £300,000
Cash offer: Up to 4.2x Recurring Revenue
Established since: 2002
Locations: Walsall
Additional Notes:
Chartered, Local Firm Looking to Pay Over a Period of 12 Months Paying up to 4.2x Recurring Revenue for the Right Practice (see details below)
Clients taken on through an acquisition would be cared for personally by a highly experienced and qualified partner of the firm to ensure the best possible level of advice is provided. The quality of advisory services and complete flexibility to continue the current level of client interaction and servicing proposition will ensure near 100% retention on any business brought on board.
A Premium offer will be available to practices offering;
. Firms between £10-20m FUM
. Firms charging an ongoing fee of 0.5% or less
For more information please call 01765 698 699 and quote the reference number 178219
Up front budget: £1,500,000
Current turn over circa: £5,000,000
Cash offer: Up to 4.1-4.2x Recurring Revenue
Established since: 1991
Locations: Birmingham
Additional Notes:
Birmingham Based Independent and Bespoke Wealth Management Firm looking to Take on Board Both Principles and Staff Members (the Firm has a Successful Track Record of Acquisitions)
Al advisers on board are a minimum of Chartered 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 regularly taking out clients to the Rugby, Hose Racing, Theater and various seminars.
Principe's can either partake in a handover of clients My client is encouraging any retiring principles to remain in the business for 2-4 years to ensure the maximisation of value as well as complete succession planning on a large proportion of new business. Principles will be compensated on a generous package during this time for both managing the clients and bringing in new business (more details on request).
The practice is offering a minimal change proposition (importantly including charging structure and platform) other than development of the business model or the staff for any business taken on board. The continuity within the acquisition strategy alongside the strong cash flow generation means any installment payments the years post acquisition have almost zero risk attached.
A Premium offer will be available to practises offering;
. Between £30m - £200m in Funds Under Management
. An average client portfolio size of £300,000 plus (not essential)
. Principles who wish to either handover clients and leave or remain in the business for a 2-6 year period
For more information please call 01765 698 699 and quote the reference number 178280
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: to 4x 50/25/25
Established since: 2011
Locations: West Midlands
Additional Notes: An Independent Financial Group that is a privately owned family business with a track record of 7 successful acquisitions since 2011.
• Established academy system to provide home grown talent
• Utilize a ‘pod’ system consisting of a leading qualified IFA with a qualified assistant that can complete paperwork and write reports as well as dealing with day to day client queries. This is in turn supported by an admin person that handles all the back office processes ensuring the highest client service standards.
Bespoke exit plans available
For more information please call 01765 698 699 and quote the reference number 177854
Up front budget: £4,000,000
Current turn over circa: £70
Cash offer: Up to 7x Adjsuted Profit
Established since: 1968
Locations: Bristol
Additional Notes:
Highly Unique Opportunity to Receive a Significant Cash Premium for the Practice, Continue with Business as Usual While Removing all Responsibilities of Ownership (if desired) While Keeping the Office and Investment Proposition the Same.
The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premises, staff and brand with no change to the investment strategy. No mandatory changes on the fee structure or investment proposition will be made. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.
My client is encouraging any Retiring Principles to remain in the business for 2-8 years to ensure the maximisation of value as well as complete succession planning and the best retention of clients possible. During this time, the deferred payments are geared 1:1 on revenue so principles will directly benefit in the future growth of the business via increased cash payments on top of a generous salary and bonus structure (more details on request)
A premium offer will be available to Practices offering:
. Located in the Bath, Bristol, Exeter, Taunton, Cardiff and the Surrounding Area.
. Practices from £50m - £800m FUM Funds under Management
. Principles who wish to remain in the business are preferred in conjunction with scalable offices (Neither are essential)
For more information please call 01765 698 699 and quote the reference number 177535
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: 4x50/25/25
Established since: 2000
Locations: West Midlands
Additional Notes: A premium will be offered for client banks with ongoing charges of 0.5% and average portfolios of £200k plus.
For more information please call 01765 698 699 and quote the reference number 177737
Up front budget: £100,000
Current turn over circa: £500,000
Cash offer: 4x 50/50
Established since: 2010
Locations: West Midlands
Additional Notes: Acquirer seeks DA business or shell DA business for which a premium will be paid and 100% consideration paid on completion
For more information please call 01765 698 699 and quote the reference number 177310
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
