Current turn over circa: £120,000
Offers over: £240,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Enfield
Additional Notes:
Asset Sale of £8m Funds Under Management and an Average Client Size of c.£200,000 in Portfolio Value.
For more information please call 01765 698 699 and quote the reference number 30500
Current turn over circa: £1,020,000
Offers over: £3,150,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Peterborough
Additional Notes: High-Net-Worth Asset Purchase of £150m With an Average Client c.£500,000
Practice located in the Cambridge/Peterborough Region
For more information please call 01765 698 699 and quote the reference number 30496
Current turn over circa: £250,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes: High Net-Worth IFA Housing £30m FUM with 70 Household
The acquisition of the business will 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 30488
Current turn over circa: £230,000
Offers over: £450,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Essex
Additional Notes:
Essex IFA Practice Managing £20m FUM, £140,000 Recurring Income with an Average Portfolio Size of c.£250,000
For more information please call 01765 698 699 and quote the reference number 30478
Current turn over circa: £700,000
Offers over: £1,840,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Norfolk
Additional Notes:
IFA Practice with Recurring Income of c.£600,000 and a Maintainable Profit of c.£375,000 - £400,000
- Purchase will be structured as an asset and goodwill purchase
- One adviser in the Practice with capacity to take on more clients
- Average client size c.£250,000
For more information please call 01765 698 699 and quote the reference number 30476
Current turn over circa: £410,000
Offers over: £1,070,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes:
Sole Trader Managing c.£40m FUM, an Average Client Size of £300,000 and Recurring Income of £300,000
- Full support staff within the Practice
- Principal wishes to handover the clients in 1-2 year period
- No Risky Products have been advised to Client within the Business
The Practice is based in the South Hampshire area
For more information please call 01765 698 699 and quote the reference number 30470
Current turn over circa: £650,000
Offers over: £1,850,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Surrey
Additional Notes:
IFA Practice Managing c.£100m FUM, On Ongoing Charge of 0.6% With an Average Client Size of c.£500,000
- 90% of Clients in the Surrey area
- Maintainable Profit of the Practice is c.£300,000
- Both Principals looking to work in the business for the next 3-5 years
For more information please call 01765 698 699 and quote the reference number 30468
Current turn over circa: £300,000
Offers over: £670,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Birmingham
Additional Notes:
Birmingham IFA Practice Housing £40m FUM, A flat Ongoing Fee Of 0.5% Which Will be Structured as an Asset and Goodwill Sale
- No risky Products have been advised to clients within the company.
- Highly profitable as no staff (other than the Principal) sit within the Practice.
- Over 90% of Clients are Based in the Dudley and Birmingham Area.
For more information please call 01765 698 699 and quote the reference number 30467
Current turn over circa: £150,000
Offers over: £510,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Additional Notes:
Asset and Goodwill Purchase of c.£30m FUM, an Average Client Size of c.£250,000 with an Average Ongoing Charge of 0.5%
- Ideal handover for the Retiring Principal is 3-9 months to allow the clients a warm introduction to the new business
- The acquisition of the business will be structured as an asset and goodwill sale, with no liability assumed by the acquiring party
- Location: Slough/Uxbridge/Watford
For more information please call 01765 698 699 and quote the reference number 30457
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
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
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
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
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
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
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
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
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
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
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
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
