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: £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: £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: £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: £600,000
Offers over: £1,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes: This adviser has 140 households so you will be managing profitable clients.
There is succession planning in place meaning this business can continue to run profitably post-completion.
For more information please call 01765 698 699 and quote the reference number 31611
Current turn over circa: £600,000
Offers over: £1,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes: This adviser has 140 households so you will be managing profitable clients.
There is succession planning in place meaning this business can continue to run profitably post-completion.
For more information please call 01765 698 699 and quote the reference number 31611
Current turn over circa: £1,200,000
Offers over: £4,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With an average household value of half a million, you will spend your time servicing profitable clients.
For more information please call 01765 698 699 and quote the reference number 31607
Current turn over circa: £1,400,000
Offers over: £4,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With succession planning in place, this business can be continue to be profitable immediately after purchase.
For more information please call 01765 698 699 and quote the reference number 31601
Current turn over circa: £140,000
Offers over: £340,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Hampshire
Additional Notes: This would be structured as an asset purchase, reducing the liability of a buying party.
With an average on-going adviser charge of 0.5%, there is the potential for uplift in the future.
For more information please call 01765 698 699 and quote the reference number 31600
Current turn over circa: £170,000
Offers over: £600,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: Unusual High-Net-Worth IFA Practice in North West London with £30m FUM, c.80 Households with an Average Portfolio of and ongoing charge of 0.55%.
The acquisition of the business would be most likely structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required. The ongoing adviser charge of 0.55% represents a huge potential for service uplift and value accretion.
For more information please call 01765 698 699 and quote the reference number 30156
Current turn over circa: £300,000
Offers over: £870,000
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: £300,000
Offers over: £960,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes: With just 90 households, your time will be well spent servicing high-value clients.
A single adviser with no staff members provides an opportunity for an immediate bolt-on of clients.
For more information please call 01765 698 699 and quote the reference number 31316
Current turn over circa: £100,000
Offers over: £360,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Buckinghamshire
Additional Notes: This would be structured as an asset-purchase, reducing the risk of a transaction and increasing its simplicity.
No staff would be taken on meaning a buyer can bolt on 35 high-quality households with ease.
For more information please call 01765 698 699 and quote the reference number 31569
Current turn over circa: £1,250,000
Offers over: £4,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: An average client age of 56 provides excellent opportunity for further portfolio accumulation.
With the team looking to continue and client loyalty in place, this business can continue to operate efficiently.
For more information please call 01765 698 699 and quote the reference number 31555
Current turn over circa: £480,000
Offers over: £1,900,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Berkshire
Additional Notes: With an average household size above £1m, you will be servicing very profitable clients.
For more information please call 01765 698 699 and quote the reference number 31539
Current turn over circa: £300,000
Offers over: £960,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes: With just 90 households, your time will be well spent servicing high-value clients
For more information please call 01765 698 699 and quote the reference number 31316
Current turn over circa: £350,000
Offers over: £1,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Essex
Locations: Stevenage
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.
- The average investment per household is over £300,000 and thus the vast majority of clients are profitable to service.
- The average client age is 55, providing longevity within the client book to ensue a high return on investment.
- The principal is happy to engage in a 2-3 year handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31410
Current turn over circa: £550,000
Offers over: £1,700,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Essex
Locations: Colchester
Additional Notes: - Low ongoing advisor charge of 0.7% providing room for potential uplift maximising profits post-acquisition.
- The average investment per household is over £450,000 and thus the vast majority of clients are profitable to service.
- The average client age is 59, providing longevity within the client book to ensue a high return on investment.
- The principal is happy to engage in a 2-3 year handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31401
Current turn over circa: £105,000
Offers over: £365,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Kent
Additional Notes: With this being an asset purchase, no staff involved and one sole adviser looking to handover and retire, this represents a simple opportunity to benefit from high-quality clients.
Clients are spread throughout Sussex, Surrey, Kent and South London.
For more information please call 01765 698 699 and quote the reference number 31390
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
