Current turn over circa: £200,000
Offers over: £665,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: North Yorkshire
Locations: Leeds
Additional Notes: Average portfolio per household of £385,000, meaning time will not be wasted on low-value households.
Average age per household of 62, representing opportunity for the portfolio to continue to accumulate.
Average on-going advisor charge of 0.6, meaning there is room for potential uplift.
For more information please call 01765 698 699 and quote the reference number 30970 ask for Byron Snaith
Current turn over circa: £284,000
Offers over: £597,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: South Yorkshire
Locations: Epworth
Additional Notes: An average on-going advisor charge of 0.5%, leaving room for potential uplift.
Average portfolio size per household of over £210,000, meaning each client is worth investing time in.
No risky products in the business, representing a clean potential acquiition.
For more information please call 01765 698 699 and quote the reference number 15341 ask for Byron Snaith
Current turn over circa: £475,000
Offers over: £1,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: Average on-going advisor charge of 0.7% meaning room for potential uplift.
Average portfolio per household of £320k, meaning time won't be wasted visiting low value clients.
No risky products in the business.
For more information please call 01765 698 699 and quote the reference number 30946 ask for Byron Snaith
Current turn over circa: £225,000
Offers over: £625,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: South Yorkshire
Locations: Bawtry
Additional Notes: Average portfolios per household above £260k meaning each client is worth investing time in.
On an average on-going advisor charge of 0.65%, leaving room for potential uplift.
No staff need to be taken on making this a clean potential acquisition.
For more information please call 01765 698 699 and quote the reference number 30942 ask for Byron Snaith
Current turn over circa: £950,000
Offers over: £4,300,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: West/South Yorkshire
Additional Notes:
West/South Yorkshire IFA Managing c.£135m FUM, Generating c.£850,000 in Recurring Income from 210 Households
- The average portfolio size of the business is over £500,000 with very few under £200,000
- Due to the low current running costs, the Practice will produce an approximate maintainable EBITDA of c.£600,000
To Qualify for the opportunity a Prospective purchaser will need;
- Retain the Principal for a two year period
- Have a minimum of 50-60% in cash or funding secured (or qualify for funding from our panel) of the offers over amount
For more information please call 01765 698 699 and quote the reference number 30866 ask for Byron Snaith
Current turn over circa: £600,000
Offers over: £1,350,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Yorkshire
Additional Notes:
- The Principal is looking to remain in situe to continue to grow the business
- The Practice currently houses a junior adviser who is the natural succession planning for the Practice
- No risky products have been advised within the business
For more information please call 01765 698 699 and quote the reference number 15465 ask for Byron Snaith
Current turn over circa: £200,000
Offers over: £300,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: North Yorkshire
Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates c £75,000 from 65 Households
- 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.
- 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 novated and given a warm introduction to the new firm.
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.
- Ongoing fee charge of 0.5% so there’s room for potential uplift.
For more information please call 01765 698 699 and quote the reference number 30822 ask for Byron Snaith
Current turn over circa: £850,000
Offers over: £3,200,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: North East
Additional Notes: North East Retiring IFA Managing £155m FUM Generating £850,000 of Recurring Income from 250 Households
- Very clean limited company and thus the vendors preference for a deal structure is a share purchase.
- Adjusted, maintainable profit on the business is c.£650- 700,000 (only one registered induvial within the Practice).
- The average investment per household is close to £600,000 with very few clients under £100,000 and thus the vast majority of clients are profitable to service.
For more information please call 01765 698 699 and quote the reference number 30794 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £315,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: This firm benefits from:
-Compact and loyal client bank
-Fully portable business suitable for remote service
Preference given to those acquirers offering:
- a minimum of 50% consideration up front
- payment terms over a maximum of two years
For more information please call 01765 698 699 and quote the reference number 30700 ask for Byron Snaith
Current turn over circa: £200,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: County Durham
Additional Notes: Average charge 0.75%
Average portflio size over £300,000
For more information please call 01765 698 699 and quote the reference number 30678 ask for Byron Snaith
Current turn over circa: £2,000,000
Offers over: £3,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: South Yorkshire
Additional Notes: - Brand retention preferred
- Significant DB exposure
- Large self-employed workforce
For more information please call 01765 698 699 and quote the reference number 30673 ask for Byron Snaith
Current turn over circa: £2,000,000
Offers over: £6,000,000
Established: 25 to 30 years
Gross Recurring Revenue: <30k
Number of staff: More than 50
Locations: Leeds
Additional Notes: Profit to increase from half a million by 100% before the end of 2021.
Huge adviser growth from over 100 advisers by 75% before the end of 2021.
Introdcuing new prodcuts and services inclduing bespoke IT softwarte.
For more information please call 01765 698 699 and quote the reference number 30671 ask for Byron Snaith
Current turn over circa: £300,000
Offers over: £950,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Middlesbrough
Additional Notes: Established in 2012 this business comes to the market with the principal offering a 2 year handover before exit to retirement. This business benefits from the following:
- Circa £225k of Recurring Revenue
- Uplift Potential on 0.5% ongoing charges
- Loyal Clients many in excess of 10 years
Enquiries invited from those offering a minimum of 50% consideration on completion and remainder paid over 24 months
For more information please call 01765 698 699 and quote the reference number 16405 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £530,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
Additional Notes: This is a recently incorporated directly authorised business with long term client relationships and significant uplift potential.
Minimum deposit of 60% required with maximum payment terms of two years. Retention of Adviser/ Client Liaison position preferred
For more information please call 01765 698 699 and quote the reference number 30647 ask for Byron Snaith
Current turn over circa: £50,000
Offers over: £100,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: North Yorkshire
Additional Notes: Deal paid 100% upfront required.
Less than 100 households.
Asset purchase.
For more information please call 01765 698 699 and quote the reference number 30521 ask for Byron Snaith
Current turn over circa: £60,000
Offers over: £130,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: County Durham
Additional Notes: Established IFA with long standing client relationships typical households are in their early 60s with 150k plus portfolios
For more information please call 01765 698 699 and quote the reference number 30494 ask for Byron Snaith
Current turn over circa: £690,000
Offers over: £2,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: North Yorkshire
Additional Notes: North Yorkshire established business with average household portfolio values circa £295k . This is a fantastic opportunity to secure one of the most profitable businesses in the region, and a genuine retirement for both principals who have built long term relationships with their quality client bank.
The successful acquirer will need to demonstrate the highest levels of client care and provide a deposit of 60%
For more information please call 01765 698 699 and quote the reference number 30477 ask for Byron Snaith
Current turn over circa: £120,000
Offers over: £310,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: County Durham
Locations: Durham
Additional Notes: Asset Sale of circa 100 households average age 52.
Clients have been serviced remotely and would ideally suit a specialist in this field.
Acquirers that can offer a deposit of at least 50% and term of deferred installments less than 2 years will be shortlisted
For more information please call 01765 698 699 and quote the reference number 30466 ask for Byron Snaith
Current turn over circa: £1,500,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Leeds
Additional Notes: - 0.5% ongoing
- Looking for a guaranteed exit strategy but to stay with the business for a significant length.
- Generates over new £25mill FUM per year
- Wants to carry on working from home with staff remaining.
-Any buyer will need DB permissions.
For more information please call 01765 698 699 and quote the reference number 30370 ask for Byron Snaith
Current turn over circa: £200,000
Offers over: £600,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: South Yorkshire
Additional Notes: Rare opportunity to acquire a truly high quality client bank of circa 100 Households.
A warm handover can be provided by this experienced IFA to ensure maximum retention levels.
Offers in the region of £600k with at least 50% deposit upon completion with payment over a maximum of 24 months
For more information please call 01765 698 699 and quote the reference number 30369 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
