Current turn over circa: £ 450,000
Offers over: £ 812,500
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: West Yorkshire
Additional Notes: - Average client charge 0.78%. Old investment bonds on 0.5%. Generally charges 0.75% but has been slowly migrating to a 1% model.
- Turnover close to £500,000. This IFA is still generating significant levels of new business despite looking to ease their foot off the gas and retire. Significant opportunity for someone who is more hungry for growth.
- Very well organized, using Intelligent Office for a back-office system. Significant levels of MI is available.
- All FUM focused on a single platform, not spread to the heavens.
- Risk-free business having conducted no DB transfers. Keen to sell the shares of the business solely for tax reasons. Looking for someone who can provide better client service. A bigger business but small enough to care about each client.
For more information please call 01765 698 699 and quote the reference number 30204
Current turn over circa: £ 80,000
Offers over: £ 268,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: -£8,000,000 of FUM actively serviced, fee-based charging structure.
-1% ongoing charge.
-Serviced via telephone.
-Client bank sale i.e. no liability for previous advice
For more information please call 01765 698 699 and quote the reference number 30178
Current turn over circa: £ 1,600,000
Offers over: £ 3,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: County Durham
Additional Notes:
Extremely Profitable IFA Practice (margin on recurring c.60%) with an Efficient Client Service Model and an Average Portfolio Size of Over £200,000
For more information please call 01765 698 699 and quote the reference number 30172
Current turn over circa: £ 4,000,000
Offers over: £ 7,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: - Based in the North East, this practice boasts over half a billion under management.
- With an EBITDA value over a third of the turnover, this a very profitable, growing firm.
- Directly authorized limited company.
For more information please call 01765 698 699 and quote the reference number 30165
Current turn over circa: £ 50,000
Offers over: £ 185,000
Established: 10-1 years
Gross Recurring Revenue: 30-50k
Number of staff: 0-1
Locations: West Yorkshire
Additional Notes: Rare opportunity to acquire this AR internet based business with Direct Offering through a well-known provider. Minimal admin is required to manage this business that generates average fees of 0.4%. This business provides investors with simple and secure ISA and Investment Fund choices and switches.
This would suit a business considering client segmentation or indeed those with established online presence and marketing ability.
For more information please call 01765 698 699 and quote the reference number 30143
Current turn over circa: £ 250,000
Offers over: £ 665,000
Established: 5-10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: County Durham
Additional Notes: Retirement scenario.
Average On-going Adviser Charge = 0.5 - 0.7
Total FUM = 35 million
Approximately 100 households. With an average client age of below 60 years.
No high-risk products such as DB transfers, ETF's, UCIS, Structured Products, EIS or VCT, etc.
Back office system = Intelligent office
Offers with a minimum of 50% upfront, 25% at the end of 12 months and 25% at the end of 24 months considered.
For more information please call 01765 698 699 and quote the reference number 30116
Current turn over circa: £ 75,000
Offers over: £ 165,000
Established: 5-10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0-1
Locations: Darlington
Additional Notes: Goodwill and asset purchase i.e. no liability for previous advice.
30 client households with close to £250,000 invested on average. Average client charge of less than 1%.
FUM £6 mill - £7mill. FUM all sat on Transact.
Deal structure of 3.25x recurring income with 50% upfront and 25% at the end of 12 months and 25% at the end of 24 months.
For more information please call 01765 698 699 and quote the reference number 30079
Current turn over circa: £ 1,600,000
Offers over: £ 3,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: County Durham
Additional Notes:
Extremely Profitable IFA Practice (margin on recurring c.60%) with an Efficient Client Service Model and an Average Portfolio Size of Over £200,000
For more information please call 01765 698 699 and quote the reference number 30172
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
