Current turn over circa: £1,750,000
Offers over: £5,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: This business has an average on-going adviser charge of 0.5%, providing potential for future uplift.
This would be structured as an asset sale, reducing the cost and complexity of a transaction.
For more information please call 01765 698 699 and quote the reference number 31667
Current turn over circa: £700,000
Offers over: £2,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average household portfolio value in excess of £500,000, meaning you will be servicing a core group of profitable clients.
They are highly aligned to three major platforms, ensuring a smooth transition of client assets post-sale.
For more information please call 01765 698 699 and quote the reference number 31663
Current turn over circa: £650,000
Offers over: £2,400,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: 99% of this firm's FUM is with two major platforms, ensuring a smooth transition post-sale.
With profitably over a third of revenue, an acquirer should recoup their investment quickly.
For more information please call 01765 698 699 and quote the reference number 31660
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Additional Notes: This business is highly aligned to two major platforms ensuring a seamless transition.
An average client age of 52 means there's room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31657
Current turn over circa: £1,400,000
Offers over: £5,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: This business is highly aligned to two major platforms, ensuring a smoother transition of client assets post acquisiiton.
For more information please call 01765 698 699 and quote the reference number 31654
Current turn over circa: £1,100,000
Offers over: £3,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With advisers and back-office staff in place, this business can be purchased and will keep running efficiently.
With an average on-going adviser charge of 0.55%, and average client age below 60, there is room for furthr uplift and growth in the business.
For more information please call 01765 698 699 and quote the reference number 31651
Current turn over circa: £6,000,000
Offers over: £20,000,000
Established: 30 to 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Additional Notes: Highly profitable business with EBIT percentage of 33%, meaning money can be recouped quickly after a purchase.
With well qualified advisers and back-office staff in place, a purchaser can keep the current locations of the business running efficiently.
For more information please call 01765 698 699 and quote the reference number 31650
Current turn over circa: £1,500,000
Offers over: £4,850,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With a full staff base in place, this is a great opportunity to add a new location with a team that can continue working profitably.
This business is highly aligned to one major platform leading to a smoother transition of client assets.
For more information please call 01765 698 699 and quote the reference number 14829
Current turn over circa: £850,000
Offers over: £3,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: An average portfolio size per household above £600k means you will be servicing highly profitable clients.
This firm is very aligned to one major platform ensuring a smooth transition of client assets.
For more information please call 01765 698 699 and quote the reference number 31644
Current turn over circa: £3,000,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: With succession planning in place, this is a great opportunity to gain a presence in Scotland with qualified advisers and back-office support.
For more information please call 01765 698 699 and quote the reference number 31150
Looking to acquire an independent financial advisory firm? Our curated listings of IFA businesses for sale provide detailed insights into firms that are financially robust, client-focused, and regionally diversified. Whether you're seeking a business with strong recurring revenue, a well-established client base, or potential for profit expansion, we have listings that cater to your specific needs.
Expertly Vetted Listings: We ensure that every firm listed has been thoroughly vetted for financial stability and growth potential.
Detailed Financial Insights: Our listings provide transparent data on gross recurring revenue, assets under management, and key performance metrics.
Nationwide Opportunities: Explore businesses across various UK regions, with specifics tailored to your strategic goals.
We connect you with firms that align with your growth strategy, providing support throughout the acquisition process, from initial inquiry to the final transaction.
Quote the reference number of the firm you're interested in and take the next step toward securing a high-performing IFA firm that fits your vision for growth.
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
