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
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
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
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
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
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
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
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
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
Current turn over circa: £425,000
Offers over: £1,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
Dorset Based Practice with £70m Funder Under Management, Recurring Revenue of c.£315,000 and an Average Client Size of £500,000
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.
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 post the 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.
For more information please call 01765 698 699 and quote the reference number 30332
Current turn over circa: £700,000
Offers over: £1,900,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Essex
Additional Notes:
Exceptionally Profitable South Essex Practice Generating £400,000 in Net Profit, Zero Exposure to Any Risky Products and 90% of Clients Within 20 Miles of the Office.
The firm's clients are extremely local with 90% of clients within 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 practice has been established for over 3 decades with no defined benfit transfer, EIS, VCT, Arch Cru or Key Data 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.
For more information please call 01765 698 699 and quote the reference number 30320
Current turn over circa: £300,000
Offers over: £750,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Norfolk
Additional Notes:
Exceptional Norwich Based IFA with £45m FUM, an Ongoing Adviser Charge of 0.5% and Zero Engagement in any Form of Risky Products
With the top 70 clients representing an average portfolio size of c.£400k , the opportunity ensures the majority of clients are 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 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 Businesses you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30310
Current turn over circa: £1,400,000
Offers over: £4,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Hampshire
Additional Notes:
Highly Profitable Wealth Management Firm Generating c.£800,000 in Profit, a Typical Portfolio size of over £300,000 and a Great Staff Base Who Will Remain and Continue to Manage the Clients
For more information please call 01765 698 699 and quote the reference number 16512
Current turn over circa: £2,200,000
Offers over: £5,200,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Kent
Additional Notes:
Kent Based Practice Housing c.£250m FUM, Recurring Revenue of £1.7m While Generating £1.1m in Net Profit
The practice currently on-boards £10-15m FUM a year in new clients through an array of Professional Introducers.
New clients taken on board typically have over £1m of assets to bring over contributing to a net Profit Margin of 50% for the business.
For more information please call 01765 698 699 and quote the reference number 30294
Current turn over circa: £1,600,000
Offers over: £5,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
North London Based High-Net-Worth Practice Housing £180m FUM, Average Client Size Approaching £1,000,000 Portfolio Size and an Unadjusted Profit of c.£950,0000
The average age of a client in the Practice is 55 with the vast majority of clients still in accumulation. Holding a younger than typical client bank of professionals, this practice has many decades of cash flow which are accruing naturally year by year.
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 30292
Current turn over circa: £140,000
Offers over: £470,000
Established: years
Gross Recurring Revenue:
Number of staff:
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: £750,000
Offers over: £2,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Exceptional West London Based Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London
For more information please call 01765 698 699 and quote the reference number 30267
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 Essex Based IFA Practice with c.£40m 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.
The Practice would add c.£250,000 of profit to any firm looking to take on the practice which would likely be higher with immediate cost based synergies.
For more information please call 01765 698 699 and quote the reference number 30226
Current turn over circa: £750,000
Offers over: £2,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Exceptional South West London Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London
For more information please call 01765 698 699 and quote the reference number 30267
Current turn over circa: £600,000
Offers over: £1,700,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Slough
Additional Notes:
The firm's client base is extremely local with over 80% of clients within 40 miles. 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 high level of profitability can be partly accredited to a very high level (over 90%) 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.
For more information please call 01765 698 699 and quote the reference number 30257
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
