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
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
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
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
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
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
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
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
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
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
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
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
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
Current turn over circa: £270,000
Offers over: £700,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: North Yorkshire
Additional Notes: This two adviser practice has been established in this North Yorkshire town for almost 20 years. Continuity of high service levels are sought for this mainly local client base. A warm handover of up to two years can be provided to ensure maximum client retention.
For more information please call 01765 698 699 and quote the reference number 15244
Current turn over circa: £3,000,000
Offers over: £12,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: Tyne and Wear
Additional Notes: - Heading towards £200 mill FUM
- Adjusted EBITDA approximately £2 mill
- No exposure to esoteric products
Offers over 6x EBITDA.
For more information please call 01765 698 699 and quote the reference number 30178
Current turn over circa: £100,000
Offers over: £320,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Tyne and Wear
Additional Notes: Incorporating a business mix of 50% Investments and 50% Pensions, an ongoing average client charge of 1% this business is a highly desirable acquisition either as a business in its own right, or an addition to an established practice. Intelliflow back office system.
To secure this business a multiple of 3.6 x recurring or above is required with payment profile of 50/25/25 over 18 to 24 months
For more information please call 01765 698 699 and quote the reference number 15900
Current turn over circa: £250,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: West Yorkshire
Additional Notes: Average ongoing charge of 0.5%.
Could carry on working with the business.
Approximately 100 clients.
Between £40mill and £50mill FUM
Looking at an offer of at least 3.75x recurring income.
No exposure to DB transfers of esoteric investments.
No complaints or regulation issues.
Share purchase required.
For more information please call 01765 698 699 and quote the reference number 30318
Current turn over circa: £70,000
Offers over: £180,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: County Durham
Locations: Durham
Additional Notes: Established IFA with long term client relationships of 20 years plus is now seeking a safe pair of hands for his loyal clientbase. Mainly Pensions based this asset sale will be complimented by a warm handover by this retiring principal. With an average client age of mid 50s there is significant opportunity for growth with these accumulating clients.
For more information please call 01765 698 699 and quote the reference number 30311
Current turn over circa: £150,000
Offers over: £420,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: South Yorkshire
Additional Notes: - Under 100 actively reviewed clients.
- Over £100,000 of recurring revenue
- Approximately £20,000,000 FUM
- Looking for a guaranteed future buyout opportunity.
For more information please call 01765 698 699 and quote the reference number 30278
Current turn over circa: £32,000
Offers over: £128,000
Established: 5 to 10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Leeds
Additional Notes: Asset purchase.
For more information please call 01765 698 699 and quote the reference number 15095
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
