Current turn over circa: £1,200,000
Offers over: £4,750,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Greater Manchester
Additional Notes:
- The firm is looking to retain equity and grow the businesses over the next 3-5 years.
For more information please call 01765 698 699 and quote the reference number 30893
Current turn over circa: £350,000
Offers over: £1,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Kent
Additional Notes:
Kent Single Principal IFA Firm Managing £50m FUM Generating £245,000 in Recurring Income from 115 Households
- The purchase would be structured as a goodwill and asset purchase, thus no previous liability will be taken on by the purchaser
- No offices or support staff are to onboard with the clients - thus the sale is more of a client bank purchase
For more information please call 01765 698 699 and quote the reference number 30873
Current turn over circa: £530,000
Offers over: £1,900,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Kent
Additional Notes:
- The vast majority of clients are accumulating and in their earnings peak, thus the business will naturally grow 3-5% per annum
- Very limited liability within the firm with virtually zero risky products that have been advised
- Due to the low cost base, the maintainable EBITDA will be likely be c.£350,000
For more information please call 01765 698 699 and quote the reference number 30869
Current turn over circa: £1,050,000
Offers over: £4,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Essex/Hertfordshire
Additional Notes:
Essex/Hertfordshire Based Practice Managing £200m FUM Generating £1m of Recurring Income from 240 Households
- The average client portfolio is close to £800,000 with very few clients below the £250,000
- The Principal wishes to remain in the business to provide continuity for the clients
- The majority of clients are in London and the Essex area and seen at local offices thus minimising any commuting time
For more information please call 01765 698 699 and quote the reference number 30863
Current turn over circa: £120,000
Offers over: £460,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Greater London
Locations: London
Additional Notes: Retiring IFA Managing c £12m FUM Which Generates c £120,000 from 95 Households.
Very clean DA business as no high risk products have been advised to client within the business.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
Average portfolios £130k ongoing fees of 1% typically.
For more information please call 01765 698 699 and quote the reference number 30858
Current turn over circa: £220,000
Offers over: £465,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Greater London
Locations: Ealing
Additional Notes: The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
Average age of 55 meaning the portfolios will continue accumulating and rise in vakue effortlessly.
For more information please call 01765 698 699 and quote the reference number 30850
Current turn over circa: £122,000
Offers over: £360,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Hertfordshire
Locations: St Albans
Additional Notes: No staff in the business making it a seamless transition.
Part of a network so the liability will be kept with them.
For more information please call 01765 698 699 and quote the reference number 30840
Current turn over circa: £120,000
Offers over: £400,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Surrey
Additional Notes:
- The Principles wishes to handover the clients within 3-9 months, making sure all clients are bedded into the business
- The average portfolios size is c.£350-400,000
- Not staff or offices will come with the sale and thus no additional costs need to be taken on by the purchaser
For more information please call 01765 698 699 and quote the reference number 30835
Current turn over circa: £300,000
Offers over: £1,050,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Cambridgeshire/Essex
Additional Notes:
- The Practice specialises in High-Net-Worth clients with the average invested per client close to £1m
- The majority of clients are invested with an External Discretionary Fund Manager
For more information please call 01765 698 699 and quote the reference number 30829
Current turn over circa: £320,000
Offers over: £940,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: West Sussex
Additional Notes:
Single Retiring IFA Generating c.£250,000 from 180 Households
- No staff or offices would stay with the business; no cost would be taken on by the buyer leading to a very high post acquisition operating margin.
- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
- The Principal is happy to engage in a 6-12 month handover to ensure all clients are bedded and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 30817
Current turn over circa: £1,600,000
Offers over: £4,100,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: West Midlands
Additional Notes:
Midlands/North West Base IFA Managing £200m FUM Generating £1.1m of Recurring Income
- The business houses employed advisers who wish to remain in the business (most are Chartered/Fellows)
- The current net profit margins of the Business are close to 35%
- Very clean limited company as no high risk products have been advised to clients within the business.
For more information please call 01765 698 699 and quote the reference number 30792
Current turn over circa: £160,000
Offers over: £540,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Worcestershire
Additional Notes:
Retiring IFA Managing c.£20m FUM Which Generates £150,000 of Recurring Income from 50 Households
- The average investment per household is close to £400,000 with very few clients under £100,000 and thus the vast majority of clients are profitable to service.
- The clients sit within a Completely clean business with no liability within the limited company.
No staff/premises will come with the acquisition.
For more information please call 01765 698 699 and quote the reference number 30788
Current turn over circa: £1,100,000
Offers over: £4,050,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 3 to 5
Locations: Surrey
Additional Notes: High-Net-Worth Single Adviser IFA Practice Generating £1.1m Recurring Income and c. 220 Households
- The Principal wishes to retire and step back within 6-12 months of selling the Practice
For more information please call 01765 698 699 and quote the reference number 30778
Current turn over circa: £600,000
Offers over: £2,200,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Cornwall
Additional Notes:
Cornwall Based Selling Party Managing c. £100m FUM, Producing £500,000 in Recurring Income Managing 300 Households
For more information please call 01765 698 699 and quote the reference number 30776
Current turn over circa: £1,100,000
Offers over: £3,600,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Cheshire/Merseyside
Additional Notes:
Cheshire/Merseyside Based Practice Managing £160m FUM, Housing c.350 Clients Producing £1m Recurring Income
- The business houses employed advisers who wish to remain in the business
- The current net profit margins are close to 50%
- Very clean limited company as no high-risk products have been advised to clients
For more information please call 01765 698 699 and quote the reference number 30771
Current turn over circa: £110,000
Offers over: £375,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: West Sussx
Additional Notes: IFA Practice Housing £20m FUM of Clients Generating £100,000 in Recurring Income
- The practice has no permanent staff or offices meaning the business is very portable and easy to bolt on to a larger practice.
- The Practice has only 50 Households with an average of £3-400,000 portfolios size.
For more information please call 01765 698 699 and quote the reference number 30762
Current turn over circa: £1,300,000
Offers over: £5,200,000
Established: 30 to 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 3 to 5
Locations: South East
Additional Notes:
Selling IFA Housing c.£200m FUM with an adjusted Profit of c.£700,000
- The Principles wish to remain on for 2-3 years
- The businesses houses an average client size of c.£500,000
- Very limited liability within the Practice
For more information please call 01765 698 699 and quote the reference number 30760
Current turn over circa: £190,000
Offers over: £600,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Cambridgeshire
Additional Notes: Interesting mix of Retail and Corporate Revenue
For more information please call 01765 698 699 and quote the reference number 30752
Current turn over circa: £1,100,000
Offers over: £2,100,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Greater Birmingham
Additional Notes:
Retiring IFA in Greater Birmingham Managing £80m FUM with 200 Households
- The Principal is looking for a 3-6 Month Handover before stepping away
- The clients are largely professionals with the majority still accumulating in wealth with the business adding c.£1m FUM per month on average.
- Very limited exposure to risky products within the business
For more information please call 01765 698 699 and quote the reference number 15049
Current turn over circa: £90,000
Offers over: £330,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
Execution Only Icer Investment Business with 1000 Clients and £90,000 Recurring Income
For more information please call 01765 698 699 and quote the reference number 30749
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
