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
Current turn over circa: £395,000
Offers over: £1,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Additional Notes:
- West Yorks client bank mainly Leeds
- Household Average > £270k
- No claims upheld or pending
For more information please call 01765 698 699 and quote the reference number 31642
Current turn over circa: £397,000
Offers over: £1,350,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- Established Leeds Firm 10 years plus
- Household Averages > £300k
- 1% ongoing charge
For more information please call 01765 698 699 and quote the reference number 31639
Current turn over circa: £300,000
Offers over: £650,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Greater London
Additional Notes: Average household FUM above £600k means you will be servicing a core group of profitable clients.
A clean and loyal client bank on major platforms gives a strong chance of a successful transition.
For more information please call 01765 698 699 and quote the reference number 31407
Current turn over circa: £200,000
Offers over: £650,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Cornwall
Additional Notes: With just 55 households, you will be purchasing a core group of key, HNW clients.
The majority of the assets are with a couple of mainstream platforms, meaning the ttransitioning of clients will be simple.
For more information please call 01765 698 699 and quote the reference number 31623
Current turn over circa: £350,000
Offers over: £965,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Additional Notes: This firm has an average household value of £400k, so you will be working with high-quality clients.
A clean business with staff who can keep the business running, this represents an opportunity for someone either with a local presence or someone looking to gain one in the area.
For more information please call 01765 698 699 and quote the reference number 31619
Current turn over circa: £1,100,000
Offers over: £3,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: With an average portfolio size per household of £750k, this business has built up a core group of very profitable clients.
An average client age still in their last 50s, these portfolio sizes can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31615
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Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
