Current turn over circa: £450,000
Offers over: £1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Additional Notes: With one sole adviser who is looking to handover the clients and retire, these quality clients can be integrated within an existing adviser base easily.
At 0.5% as an average ongoing, there is potential for future uplift.
For more information please call 01765 698 699 and quote the reference number 31711 ask for Edward Thorpe
Current turn over circa: £3,500,000
Offers over: £12,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: This firm represents a great opportunity to establish a hub, with staff and offices already in place.
An average portfolio sizer per household above £0.5m, this business will allow you to service high quality clients.
For more information please call 01765 698 699 and quote the reference number 31709 ask for Edward Thorpe
Current turn over circa: £200,000
Offers over: £900,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: West Yorkshire
Additional Notes: This business benefits from:
- Average Portfolios in excess of £300k
- Concise Geographical Location
- Asset Sale
For more information please call 01765 698 699 and quote the reference number 31708 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £340,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: South Yorkshire
Additional Notes:
This firm benefits from the following:
- Long standing client relationships many 20 years plus
- Average ongoing charges of 0.5% so uplift potential
For more information please call 01765 698 699 and quote the reference number 31705 ask for Byron Snaith
Current turn over circa: £1,400,000
Offers over: £2,800,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This firm has infrastructure in place to caryy on operating profitably post-sale.
For more information please call 01765 698 699 and quote the reference number 31703 ask for Edward Thorpe
Current turn over circa: £180,000
Offers over: £615,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: With 95% of their assets with three major providers, this should lead to smoother transition post-sale.
There are no staff involved in this sale, so clients can be bolted on immediately.
For more information please call 01765 698 699 and quote the reference number 31702 ask for Edward Thorpe
Current turn over circa: £495,000
Offers over: £1,450,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: North Yorkshire
Additional Notes: This business benefits from :
- 15 years plus of Trading
- Low PI Premium & Excess
- Clients all visit office for reviews
- > £250k average portfolios
Minimum deal structure requirements:
- Share Sale
- 60% deposit
- 24 month payment profile
For more information please call 01765 698 699 and quote the reference number 31700 ask for Byron Snaith
Current turn over circa: £1,250,000
Offers over: £4,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With an average portfolio size per household above £0.5m, you will be servicing highly profitable clients.
This business is highly aligned to two major platforms, ensuring a smoother transition of client assets.
For more information please call 01765 698 699 and quote the reference number 31696 ask for Edward Thorpe
Current turn over circa: £130,000
Offers over: £425,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- Average Households > £250k
- Share Sale required
- Minimum 60% deposit upon completion
For more information please call 01765 698 699 and quote the reference number 31694 ask for Byron Snaith
Current turn over circa: £600,000
Offers over: £1,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: With an average on-going adviser charge of 0.5%, there is the potential for further uplift and growth in revenues.
An average client age of 57 means there is potential for further potfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31692 ask for Edward Thorpe
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Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
