Current turn over circa: £330,000
Offers over: £1,020,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Romford
Additional Notes:
Unique and Portable IFA Practice Housing £45m FUM, an Average Portfolio Size of Over £300k and an average Fee structure of c.0.65%
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding an estimated c.£250k of profit to your bottom line. The practice has been around for over two decades with zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 80% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 30252
Current turn over circa: £150,000
Offers over: £400,000
Established: More than 35 years
Gross Recurring Revenue: 100-150k
Number of staff: 3 to 5
Locations: Maidstone
Additional Notes:
Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Businesses you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 90% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 30250
Current turn over circa: £65,000
Offers over: £220,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Redhill
Additional Notes:
Extremely Portable Client Bank Sale (Asset Purchase) of £65,000 in Recurring, a Large Proportion of Clients Under the age of 55 With Most Being Accustomed to a Remote Service.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party. Asset sales can be typically completed within 2 months with legal fees and Due Diligence costs are kept very low.
For more information please call 01765 698 699 and quote the reference number 30249
Current turn over circa: £75,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Ipswich
Additional Notes:
Highly Portable Based Client Bank with £8m FUM, Zero Exposure to Any Risky Products with Over 80% of the Clients in the Essex and Ipswich Area
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 80% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 21902
Current turn over circa: £550,000
Offers over: £1,700,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Essex
Additional Notes:
Boutique IFA in Essex specialising in High Net Worth clients (average portfolio size Approaching £1,000,000), with £75m FUM and Virtually Zero Exposure to Any Risky Products
A fantastically profitable business which partially credits success from implementing a minimum investment level of £250,000 per client, ensuring every single client is profitable and high margin. Due to the lean structure of the practice, an adjusted EBITDA figure is likely to be in the region of £400,000 pre any potential uplift. The Practice represents an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The principle has a strong preference to remain in the business looking forward to ensure every client is brought on board to the new firm.
For more information please call 01765 698 699 and quote the reference number 14984
Current turn over circa: £130,000
Offers over: £330,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: London
Additional Notes:
Unique IFA Practice, Housing c.£18m FUM with a Typical Client Representing a Portfolio of over £400k and a Notable Client Specialism in The Professional Legal Space.
90% of the clients are within the City and the Greater London area. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
Housing largely higher-net-worth clients (average size over £400k), the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period. The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
For more information please call 01765 698 699 and quote the reference number 30239
Current turn over circa: £85,000
Offers over: £250,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Hertfordshire
Additional Notes:
Hertfordshire Based Asset Purchase with £15m in Funds Under Management £70,000 Ongoing Adviser Charges all at 0.5%.
A brilliant opportunity for an acquirer to take on a client base with huge amounts of potential. The advisor does not actively use platforms, meaning the total expense ratio is near 2%, with the IFA charging advisor fees of 0.5%. This means there will be a great opportunity for you to not only increase adviser charges, but also to decrease the total expense ratio ensuring a smooth transition of the clients over to your business.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 14927
Current turn over circa: £30,000
Offers over: £75,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Greater London
Additional Notes: Micro Practice with low PI premium ideal opportunity for RI or AR seeking DA status with added benefit of legacy recurring revenue and potential to convert to active fee paying business
For more information please call 01765 698 699 and quote the reference number 15190
Current turn over circa: £425,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Exceptional Hertfordshire Based, IFA Practice with c.£37m FUM, c.100 Families with an Average Portfolio of Over £350,000
The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30226
Current turn over circa: £1,200,000
Offers over: £3,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London
Additional Notes: Unique Wealth Management Practice with c.£1,000,000 Recurring income, Adjusted EBITDA of £600k and a Highly Talented Advisory Team Who Would look to Stay with the Purchaser
The Practice embodies an efficient client service model and an average portfolio Household size of over £300,000 and most clients services at the premises.
For more information please call 01765 698 699 and quote the reference number 30225
Current turn over circa: £300,000
Offers over: £815,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes: Exceptional Hertford Based Practice with 90% of the clients in the Local area and Several High Quality Introducers to Bring on Board
The acquisition of the Practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30223
Current turn over circa: £300,000
Offers over: £820,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes: Exceptional Hertford Based Practice with 90% of the clients in the Local area and Several High Quality Introducers to Bring on Board
The acquisition of the Practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30222
Current turn over circa: £250,000
Offers over: £815,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: East Sussex
Additional Notes:
Unusual High-Net-Worth IFA Practice in East Sussex with £30m FUM, c.40 Families with an Average Portfolio of c.£650 and ongoing charge of 0.7%.
Housing largely higher-net-worth clients, the opportunity ensures every single client is profitable and high margin (current operating margin 80%), representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period. c.80% of clients are situated within 30 miles of the practice making this client bank very efficient to service, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30218
Current turn over circa: £500,000
Offers over: £1,550,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Ipswich
Additional Notes:
Exceptional Norwich Based Practice with 80% of the clients in East Anglia, Several high quality advisers Remaining in the Business and an Average Ongoing fee of c.0.6%
Rare opportunity to acquire a fantastically profitable Practice established over two decades ago with zero complaints made in the last decade. The high level of profitability can be partly accredited to a very high level (over 80%) of clients being within a close radius of the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The business has a high profile bank of clients with an average charging structure of c.0.6%. The opportunity represents a significant opportunity for profit uplift given the acquiring firm can demonstrate material value (more details on request).
For more information please call 01765 698 699 and quote the reference number 30212
Current turn over circa: £ 250,000
Offers over: £ 840,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Kent
Additional Notes:
Unusual High-Net-Worth IFA Practice in South Kent with £30m FUM, c.40 Families with an Average Portfolio of c.£650 and ongoing charge of 0.7%.
Housing largely higher-net-worth clients, the opportunity ensures every single client is profitable and high margin (current operating margin 80%), representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period. c.80% of clients are situated within 30 miles of Kent making this client bank very efficient to service, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30208
Current turn over circa: £ 31,000
Offers over: £ 56,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: London
Additional Notes:
Attractive Client Bank with c.£4m FUM, an ongoing Charge of Between 0.25-0.5% and 95% of Clients Based in South London.
The ongoing adviser charge of 0.4% represents huge potential for fee uplift and value accretion. The concentration of clients means this model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30194
Current turn over circa: £ 2,500,000
Offers over: £ 3,500,000
Established: 10 to 15 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Greater London
Additional Notes:
Highly Unique Mortgage Network with c.130 Advisers, c.£2.5m in Revenues and a Model that is Attracting 30-40 Advisers a Year
For more information please call 01765 698 699 and quote the reference number 30192
Current turn over circa: £ 250,000
Offers over: £ 780,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Croydon
Additional Notes:
Extraordinarily Profitable IFA Practice, Housing HNW families (C.£600k per household) and £26m Funds Under Management
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients in the Surrey, Guildford and South London area. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The acquisition of the practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
The principle has a strong preference for partial share remuneration for the Practice with a vested interested in the acquiring party moving forward.
For more information please call 01765 698 699 and quote the reference number 30174
Current turn over circa: £ 140,000
Offers over: £ 470,000
Established: 15 t years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
Unusual High-Net-Worth IFA Practice in North West London with £30m FUM, c.50 Families with an Average Portfolio of c.£500,000 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: £ 1,000,000
Offers over: £ 3,700,000
Established: 20-2 years
Gross Recurring Revenue: 1-2m
Number of staff: 1-3
Locations: Greater London
Additional Notes:
Exceptional High-Net-Worth Specialist IFA Practice in London with £110m FUM, c.100 Families with an Average Portfolio of c.£1m and an Adjusted EBITDA of £7-800k.
The Practice now receives over 70 referrals a year of which only those above £1m are taken on board, the rest passed to another Practice. Opportunity to capitalise on this stream of clients will be available to the purchaser post completion.
A large proportion of the clients consist of Bankers and Lawyers in both the City and Canary Warf with the Top 10 clients averaging £3.75m portfolios.
The average age of the clients is c.55 meaning there are many decades of cash flow left with each client.
For more information please call 01765 698 699 and quote the reference number 30155
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
