Current turn over circa: £350,000
Offers over: £960,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Kent
Additional Notes: High-Net-Worth IFA Practice Managing c.£50m FUM, c.100 Households with an Average Ongoing Charge of 0.55%
For more information please call 01765 698 699 and quote the reference number 30456 ask for Edward Thorpe
Current turn over circa: £900,000
Offers over: £1,700,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Norfolk
Additional Notes: Norwich Based IFA Managing £90m FUM, Full Succession Planning in the Business With no Liability to be Taken on by the Purchaser
For more information please call 01765 698 699 and quote the reference number 30449 ask for Edward Thorpe
Current turn over circa: £400,000
Offers over: £1,225,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: West Sussex
Additional Notes:
Single Adviser Practice Housing £60m FUM Generating £350,000 Recurring Income, an Average Client Size of £300,000
- The Principal is looking for a handover of between 3-12
months
- No infrastructure to take post completion
- All clients seen face to face at least once a year
For more information please call 01765 698 699 and quote the reference number 30440 ask for Edward Thorpe
Current turn over circa: £575,000
Offers over: £1,725,000
Established: More than 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Surrey
Additional Notes: Surrey based DFM business housing £60m FUM with clients predominately serviced remotely
Average client size is £250,000, thus all clients are worth seeing and are highly profitable.
Principal would like to around for a handover period to ensure client retention.
For more information please call 01765 698 699 and quote the reference number 30430 ask for Edward Thorpe
Current turn over circa: £200,000
Offers over: £540,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: West Sussex
Additional Notes:
West Sussex Practice Managing £32m FUM, (80 Households) Looking to Partner With Larger Firm
- The principal is looking to merge with a larger firm who can provide paraplanning and admin support
- One possible structure is an initial 50% share buyout with an option to purchase the remaining shareholding in the future
For more information please call 01765 698 699 and quote the reference number 30417 ask for Edward Thorpe
Current turn over circa: £200,000
Offers over: £540,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Essex
Additional Notes: Chelmsford based practice holding £35m FUM all on a .5% ongoing fee structure generating 175k recurring revenue. What makes this unusual is that the principal is open and realistic on the acquirer increasing these fees over time meaning a very quick return on investment.
Incredibly serviceable client bank as 80% of the clients are within an hour’s drive. Therefore, you’re not wasting excessive time and resources being out on the road travelling, you can service the clients efficiently and heighten the cash flow generation from the acquisition.
Average client portfolio size being over £200,000 meaning every client is worth seeing and profitable. Additionally, there are no clients that represent a vast proportion of the FUM representing a significant risk.
For more information please call 01765 698 699 and quote the reference number 30416 ask for Edward Thorpe
Current turn over circa: £70,000
Offers over: £90,000
Established: 5 to 10 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Kent
Additional Notes: Unusual opportunity comprising an asset purchase of £5m FUM. Therefore, there is no Staff, Overheads or Liability to be taken on by the purchaser.
The client bank is very local with 80% of clients based in Kent. The business is thus highly portable and any acquirer will be able to service the clients efficiently, dramatically reducing any excessive traveling and heightening cash flow generation of the acquisition.
Client charging structure is .5% with the principal open to potential uplift over time, resulting in a very quick return of investment and an increased recurring revenue stream.
For more information please call 01765 698 699 and quote the reference number 30412 ask for Edward Thorpe
Current turn over circa: £3,000,000
Offers over: £9,100,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: Greater London
Additional Notes: Greater London Based Practice Turning over c.£3m, managing £400m FUM with a £1.5m Maintainable EBITDA
- Main business writers (bar principles) are employed, younger advisers all looking to remain in the business post a transition
- The Practice has 10-12 Introducers who regularly feed clients to the business and has contributed to a consistent 10-15% growth in the FUM year-on-year
- No liability will be assumed by the purchaser post acquisition (more details on request)
For more information please call 01765 698 699 and quote the reference number 30410 ask for Edward Thorpe
Current turn over circa: £3,500,000
Offers over: £11,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes: High-Net-Worth London Based Practice With Revenue of c.£3.5m and a Maintainable Profit of between £2-2.5m.
- The Practice houses an average client portfolio size of
over £1m in invested assets.
- There is built in succession planning within the practice
needing only a part time adviser to service the remainder of
the clients.
- The purchase of the Practice would be a goodwill and
asset sale meaning no liability will be taken on by the
acquirer.
For more information please call 01765 698 699 and quote the reference number 30399 ask for Edward Thorpe
Current turn over circa: £30,000
Offers over: £90,000
Established: 15 to 20 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Ipswich
Additional Notes: The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no change in control required.
For more information please call 01765 698 699 and quote the reference number 30398 ask for Edward Thorpe
Current turn over circa: £60,000
Offers over: £220,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
London and Essex Based Client Bank Housing c.£12m FUM, an Average Ongoing Charge of 0.4% with a Typical Client Representing £500,000 in Portfolio Size
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30385 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Unique North West London IFA Providing Investment Management, Legal and Wealth Services Looking to Partner with Larger Firm.
The Partners are Looking to merger with a larger firm and continue to build the practice. Ideally, this would be a firm who is not yet in the space (for example an Accountancy or Law firm).
The principle has previously managed a multi-million pound IFA and now has the appetite to build and grow the practice within the infrastructure of a larger firm.
For more information please call 01765 698 699 and quote the reference number 30384 ask for Edward Thorpe
Current turn over circa: £1,300,000
Offers over: £4,100,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Surrey
Additional Notes:
Surrey Based Practice Housing £190m FUM, an Average Ongoing Fee of 0.6% and an Average Client Portfolio Size of £600,000
For more information please call 01765 698 699 and quote the reference number 16319 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,600,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Southampton
Additional Notes:
Southampton County Based IFA with £450,000 in Recurring Revenue, Maintainable profit of c.£350-£400,000 in Maintainable Profit and an Very Limited Liability Within The Limited Company
- Principle is looking for a shorter handover (3-9 months) if possible
- Average clients size c.£300,000
- No infrastructure/staff unless required by the purchaser
For more information please call 01765 698 699 and quote the reference number 30378 ask for Edward Thorpe
Current turn over circa: £230,000
Offers over: £560,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Norfolk
Additional Notes: Norwich Based IFA Practice, Managing £20m Funds Under Management and 80% Of Clients in East Anglia
For more information please call 01765 698 699 and quote the reference number 30376 ask for Edward Thorpe
Current turn over circa: £850,000
Offers over: £2,550,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Kent
Additional Notes:
Kent Based Practice with £850,000 Turnover, £525,000 in Maintainable Profit and Advisers Who Wish to Continue In The Practice
For more information please call 01765 698 699 and quote the reference number 30374 ask for Edward Thorpe
Current turn over circa: £850,000
Offers over: £2,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: West Sussex
Additional Notes:
South Coast Based IFA with £95m FUM, £800,000 in Recurring Revenue With a Sale to Be Structured With No Liability Adopted By The Acquiring Party
The Practice has been growing by £10-12m in Funds Under Management over the last few years and has the infrastructure and staff base to continue on this trajectory over the next decade.
For more information please call 01765 698 699 and quote the reference number 16805 ask for Edward Thorpe
Current turn over circa: £3,000,000
Offers over: £8,500,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Bristol
Additional Notes:
Highly Profitable, South West Hub IFA Housing c.£350m FUM, £1.2m EBIDTA and a Management team Who Wish to Remain in the Business Between 2-3 years
Average revenue growth over the last three years has been 15% derived purely from organic growth. The infrastructure, lead generation processes and key staff figures which are responsible for this growth will remain in the business meaning growth in profits and revenue is set to continue on the same trend.
The acquisition of the business would be structured as an asset purchase with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30349 ask for Edward Thorpe
Current turn over circa: £180,000
Offers over: £550,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Kent
Additional Notes:
High Next-Worth North Kent Based Asset Purchase of c.£20m FUM With 90% Of clients in the Kent Area and No Staff or Infrastructure to Be Taken On
For more information please call 01765 698 699 and quote the reference number 30344 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £330,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Brighton
Additional Notes:
Asset Purchase of c.£11m FUM generating £100,000 Annually in Recurring Income with no Staff, Overheads or Liability to be Taken On By The Purchaser
The firm's client bank is extremely local with 80% of clients in a 20 miles radius. 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.
The acquisition of this two Principle led 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.
For more information please call 01765 698 699 and quote the reference number 30337 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
