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
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Ben Spratt
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
