Current turn over circa: £200,000
Offers over: £900,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: West Yorkshire
Additional Notes: This business benefits from:
- Average Portfolios in excess of £300k
- Concise Geographical Location
- Asset Sale
For more information please call 01765 698 699 and quote the reference number 31708 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £340,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: South Yorkshire
Additional Notes:
This firm benefits from the following:
- Long standing client relationships many 20 years plus
- Average ongoing charges of 0.5% so uplift potential
For more information please call 01765 698 699 and quote the reference number 31705 ask for Byron Snaith
Current turn over circa: £495,000
Offers over: £1,450,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: North Yorkshire
Additional Notes: This business benefits from :
- 15 years plus of Trading
- Low PI Premium & Excess
- Clients all visit office for reviews
- > £250k average portfolios
Minimum deal structure requirements:
- Share Sale
- 60% deposit
- 24 month payment profile
For more information please call 01765 698 699 and quote the reference number 31700 ask for Byron Snaith
Current turn over circa: £130,000
Offers over: £425,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- Average Households > £250k
- Share Sale required
- Minimum 60% deposit upon completion
For more information please call 01765 698 699 and quote the reference number 31694 ask for Byron Snaith
Current turn over circa: £395,000
Offers over: £1,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Additional Notes:
- West Yorks client bank mainly Leeds
- Household Average > £270k
- No claims upheld or pending
For more information please call 01765 698 699 and quote the reference number 31642 ask for Byron Snaith
Current turn over circa: £397,000
Offers over: £1,350,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- Established Leeds Firm 10 years plus
- Household Averages > £300k
- 1% ongoing charge
For more information please call 01765 698 699 and quote the reference number 31639 ask for Byron Snaith
Current turn over circa: £350,000
Offers over: £965,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Additional Notes: This firm has an average household value of £400k, so you will be working with high-quality clients.
A clean business with staff who can keep the business running, this represents an opportunity for someone either with a local presence or someone looking to gain one in the area.
For more information please call 01765 698 699 and quote the reference number 31619 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £400,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: North Yorkshire
Additional Notes:
- Long Established Business 20plus years
- Asset Sale
For more information please call 01765 698 699 and quote the reference number 31613 ask for Byron Snaith
Current turn over circa: £320,000
Offers over: £1,050,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: With an average on-going adviser charge of 0.5%, there could be potential for further uplift.
With just 90 active clients, you can be sure of a very high-quality client bank.
For more information please call 01765 698 699 and quote the reference number 31505 ask for Byron Snaith
Current turn over circa: £50,000
Offers over: £100,000
Established: 30 to 35 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- Asset Sale
For more information please call 01765 698 699 and quote the reference number 31479 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £1,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: North Yorkshire
Locations: York
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 65, providing longevity within the client book to ensue a high return on investment.
- The principal is happy to engage in a 1-2 year handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31466 ask for Byron Snaith
Current turn over circa: £220,000
Offers over: £640,000
Established: 30 to 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplift, ensuring you maximise returns after acquisition.
- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.
- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.
- The principal is happy to engage in a 6-12 months handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31437 ask for Byron Snaith
Current turn over circa: £120,000
Offers over: £350,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- The principal is happy to engage in a 6 - 12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31440 ask for Byron Snaith
Current turn over circa: £220,000
Offers over: £720,000
Established: 30 to 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplifts, ensuring you maximise returns after acquisition.
- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.
- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.
- The principal is happy to engage in a 2-3 year handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31437 ask for Byron Snaith
Current turn over circa: £150,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
-The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 65, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31263 ask for Byron Snaith
Current turn over circa: £130,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: - Low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post-acquisition.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31387 ask for Byron Snaith
Current turn over circa: £850,000
Offers over: £2,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: North Yorkshire
Locations: York
Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £300,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31333 ask for Byron Snaith
Current turn over circa: £180,000
Offers over: £450,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lincolnshire
Locations: Lincoln
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31331 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £2,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Tyne and Wear
Locations: Newcastle
Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £500,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31309 ask for Byron Snaith
Current turn over circa: £150,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: North Yorkshire
Locations: Stockton on Tees
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
-The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31263 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
