Current turn over circa: £80,000
Offers over: £190,000
Established: 3 to 5 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Greater London
Additional Notes: This IFA has an average household value just below £350k, meaning you will be looking after a core group of profitable clients.
The individual is highly aligned to one major platform, simplifying the integration process.
For more information please call 01765 698 699 and quote the reference number 31752 ask for Edward Thorpe
Current turn over circa: £2,500,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: This business have staff and offices in place which can continue post-sale, meaning this would be an ideal opportunity to establish a hub.
The firm has the vast majority of its assets with three major platforms, meaning the transition of these assets will be simplified.
For more information please call 01765 698 699 and quote the reference number 31748 ask for Edward Thorpe
Current turn over circa: £1,100,000
Offers over: £4,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With an average portfolio size per household just below £500k, you will be working with highly profitable clients.
This business has staff in place who can continue working post sale, offering the opportunity for this to be a new hub for your firm.
For more information please call 01765 698 699 and quote the reference number 31747 ask for Edward Thorpe
Current turn over circa: £60,000
Offers over: £100,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Hertfordshire
Locations: Hatfield
Additional Notes: This firm has a 90% profit margin with no staff or office, so a acquisition would translate to almost entirely additional profits.
With only 30 households and almost all funds on one platform, a transition post sale would be very smooth.
Additionally an average on-going advisor charge of 0.7% means there is potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31746 ask for Edward Thorpe
Current turn over circa: £120,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: This business represents a small, core group of profitable clients with an average FUM above £400k, meaning a simple client bank could be integrated into your business.
With an average client age in their early 50's, there is still room for further poortfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31739 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £2,400,000
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 just below £450k, you will be servicing highly profitable clients.
For more information please call 01765 698 699 and quote the reference number 31737 ask for Edward Thorpe
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: There are only two staff members in the business who can help with the transition of clients.
There are only investment and pension assets with the majority on major platforms, increasing the simplicity of integration.
For more information please call 01765 698 699 and quote the reference number 31736 ask for Edward Thorpe
Current turn over circa: £1,300,000
Offers over: £2,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With an office, advisers and back-office staff in place, this business can continue running profitably post-sale.
The majority of the FUM is with three major providers, increasing the simplicity of the transition.
For more information please call 01765 698 699 and quote the reference number 31732 ask for Edward Thorpe
Current turn over circa: £240,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff, this client bank can integrate seamslessly into your existing adviser base.
For more information please call 01765 698 699 and quote the reference number 14825 ask for Edward Thorpe
Current turn over circa: £900,000
Offers over: £2,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: Although profitable, this business has quality personnel who can continue working, leading to a smoother transition post sale.
For more information please call 01765 698 699 and quote the reference number 31727 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This business is highly aligned to three major platforms, ensuring a smoother transition post sale.
For more information please call 01765 698 699 and quote the reference number 16237 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,400,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Additional Notes: Due to unique circumstances, the average client age is 40 which provides lots of opportunity for further porfolio accumulation.
This is purely a client bank purchase with no staff involved, meaning it can bolt right into your exisiting setup.
For more information please call 01765 698 699 and quote the reference number 31723 ask for Edward Thorpe
Current turn over circa: £240,000
Offers over: £750,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Additional Notes: As a sole adviser who is looking to retire, these clients can be quickly bolted onto your exisiting business/advisers.
For more information please call 01765 698 699 and quote the reference number 31716 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £780,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: At 0.5% ongoing, there is the potential for future uplift in revenues.
With an average household value above £500,000, you will be servicing highly profitable clients.
For more information please call 01765 698 699 and quote the reference number 31712 ask for Edward Thorpe
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: £90,000
Offers over: £280,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Additional Notes: With just 38 households, you would be taking over a core group of profitable clients.
With no office or staff, this represents an opportunity for a straightforward acquisiiton.
For more information please call 01765 698 699 and quote the reference number 31687 ask for Edward Thorpe
Current turn over circa: £550,000
Offers over: £1,800,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: 75% of the business' assets are with two major platforms, ensuring a smooth transition post-sale.
With just one adviser who is willing to continue advising post-sale, this should lead to maximum client retention.
For more information please call 01765 698 699 and quote the reference number 31684 ask for Edward Thorpe
Current turn over circa: £300
Offers over: £750,000
Established: More than 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: This business is highly aligned to two major platforms, which will simplify the transition post sale.
For more information please call 01765 698 699 and quote the reference number 31678 ask for Edward Thorpe
Current turn over circa: £220,000
Offers over: £750,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: With an average household FUM of £500k, this represents a core group of profitable clients.
Over 90% of the FUM is with one major platform, simplifying the transition post sale.
For more information please call 01765 698 699 and quote the reference number 31676 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
