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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Current turn over circa: £160,000
Offers over: £375,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: East Riding of Yorkshire
Locations: Stockton on Tees
Additional Notes: - The average client age is 60, providing longevity withing 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 31261
Current turn over circa: £450,000
Offers over: £1,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- IO Back Office
- Established for over 20 years
- Share sale
- Min deposit of 65%
For more information please call 01765 698 699 and quote the reference number 31251
Current turn over circa: £350,000
Offers over: £920,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes:
- The average investment per household is over £350,000 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 31234
Current turn over circa: £250,000
Offers over: £890,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: West Yorkshire
Locations: Huddersfield
Additional Notes:
Directly Authorised Business benefits from the following:
- 350k average households
- No DBs low PI premium
- 0.6% average ongoing fees uplift potential
- Retirement Sale warm handover of 12 months
Acquirers offering to do a Share Purchase with a payment profile of 60/20/20 24 months maximum and with a local presence will be considered favourably
For more information please call 01765 698 699 and quote the reference number 31213
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
