IFA for Sale East Midlands

Current turn over circa: £220,000

Offers over: £850,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: East Midlands

Additional Notes: This business benefits from the following:

- Households in excess of £750k
- Long established client relationships
- Low PI premium low risk DA business

Share Sale with minimum deposit of 60% over 24 months

For more information please call 01765 698 699 and quote the reference number 16677

Current turn over circa: £110,000

Offers over: £407,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Leicestershire

Locations: Leicester

Additional Notes: The average investment per household is over £330,000 and thus the vast majority of clients are profitable to service.

The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

For more information please call 01765 698 699 and quote the reference number 30915

Current turn over circa: £60,000

Offers over: £140,000

Established: 20 to 25 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Buckinghamshire

Locations: Milton Keynes

Additional Notes: At £4.5m FUM, this tidy client bank could represent a nice bolt on for a practice.

Average client age of 55, meaning portfolios will continue accumulating and grow with little effort or stimulus.

One-man band with no products, this acquisition would represent a simple addition to the business.

For more information please call 01765 698 699 and quote the reference number 30862

Current turn over circa: £417,000

Offers over: £1,200,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Locations: Leicestershire

Locations: Leicester

Additional Notes: No staff within the business making it a seamless transition.

Available for a handover up to 2 years.

For more information please call 01765 698 699 and quote the reference number 30839

Current turn over circa: £70,000

Offers over: £160,000

Established: 20 to 25 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Nottinghamshire

Locations: Nottingham

Additional Notes: The principal would be delighted to engage in a 6-12 month handover to ensure all clients are given a warm introduction to the new firm.

No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition

For more information please call 01765 698 699 and quote the reference number 30834

Current turn over circa: £250,000

Offers over: £750,000

Established: 5 to 10 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: West Midlands

Locations: Brierley Hill

Additional Notes: £33m FUM spread across just 120 households representing a high average portfolio, with the majority of clients in the East Midlands.

The Principle is happy to do a handover of clients while being the only member of staff in the business.

For more information please call 01765 698 699 and quote the reference number 30773

Current turn over circa: £150,000

Offers over: £390,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Lincolnshire

Additional Notes: - No DBT
- Share purchase only
- Avg. portfolio over £250,000

For more information please call 01765 698 699 and quote the reference number 30650

Current turn over circa: £100,000

Offers over: £120,000

Established: 5 to 10 years

Gross Recurring Revenue: <30k

Number of staff: 1

Locations: Leicestershire

Additional Notes: Clean DA business with Pension Investment and Mortgage Permissions ideal opportunity for those seeking a ready made shell company with the added benefit of an existing affordable book of clients
Maximum payment profile of 1 year with a minimum of 50% paid upon completion

For more information please call 01765 698 699 and quote the reference number 30631

Current turn over circa: £150,000

Offers over: £400,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Leicestershire

Additional Notes: Offer has to be 4x recurring revenue.
With a minimum of 50% paid upfront and the remaining amounts paid over 24 months.

For more information please call 01765 698 699 and quote the reference number 30552

Current turn over circa: £300,000

Offers over: £700,000

Established: 5 to 10 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: East Midlands

Additional Notes: An enviable client bank made up of just over 50 households and an average portfolio size of around £350 k with some clients investing north of £1.5million. Having focused on client relationships throughout their career, my client is now in an excellent position to work with an acquirer to bed clients in over a number of years whilst continuing to generate an impressive level of new business.

Looking for offers in the region of 3.5 x recurring paid with at 60% upfront, 20% at the end of 12 months and 20% at the end of 24 months.

For more information please call 01765 698 699 and quote the reference number 30354

Current turn over circa: £250,000

Offers over: £650,000

Established: More than 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Leicestershire

Additional Notes: Client bank for sale. 0.5% average charge. Looking for maximum continuity for the clients.
No DB exposure or any high-risk products.
Asset sale.

For more information please call 01765 698 699 and quote the reference number 30315

Current turn over circa: £600,000

Offers over: £1,500,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: East Midlands

Additional Notes: - Chartered business
- Average portfolio of £250,000
- Brilliant brand

For more information please call 01765 698 699 and quote the reference number 30219

Current turn over circa: £ 500,000

Offers over: £ 1,400,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Northampton

Additional Notes: - 250 clients
- 0.5% charging structure
- Goodwill and asset purchase
- Full cleint handove provided

For more information please call 01765 698 699 and quote the reference number 30184

Current turn over circa: £ 45,000

Offers over: £ 170,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Leicestershire

Additional Notes: Partial client bank sale circa 5m FUM established long term client relationships accumulating households with average age of early 60s mainly pension based

For more information please call 01765 698 699 and quote the reference number 30180