Current turn over circa: £100,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Cumbria
Locations: Carlisle
Additional Notes: The average investment per household is over £325,000 and thus the vast majority of clients are profitable to service.
- The average client age is 64, 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.
- Their low average on-going adviser charge of around 0.6% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
For more information please call 01765 698 699 and quote the reference number 31743 ask for Byron Snaith
Current turn over circa: £600,000
Offers over: £850,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: With an average .05% ongoing adviser charge there is potential for future uplift.
A majority of FUM is on one platform, greatly increasing the simplicity of the transition.
Both principles are looking to retire and facilitate a smooth transition.
For more information please call 01765 698 699 and quote the reference number 31733 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £235,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Lancashire
Additional Notes:
- 400k plus average households
- 0.5% ongoing fees
For more information please call 01765 698 699 and quote the reference number 31685 ask for Edward Thorpe
Current turn over circa: £2,000,000
Offers over: £5,250,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With staff and succession planning in place, this business can continue operating profitably following a sale.
For more information please call 01765 698 699 and quote the reference number 31672 ask for Byron Snaith
Current turn over circa: £650,000
Offers over: £2,400,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: 99% of this firm's FUM is with two major platforms, ensuring a smooth transition post-sale.
With profitably over a third of revenue, an acquirer should recoup their investment quickly.
For more information please call 01765 698 699 and quote the reference number 31660 ask for Byron Snaith
Current turn over circa: £270,000
Offers over: £850,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes:
-Nationwide Pension Client Base
-Remote Serviced Client Base
-Average age 55
-Asset Sale
For more information please call 01765 698 699 and quote the reference number 31587 ask for Byron Snaith
Current turn over circa: £850,000
Offers over: £2,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: A highly profitable IFA, with net profit over 50% of turnover, you can be sure to recoup your investment very quickly.
Average household value's of just below half a million means you will be servicing high-quality clients.
For more information please call 01765 698 699 and quote the reference number 16152 ask for Byron Snaith
Current turn over circa: £78,000
Offers over: £320,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Lancashire
Locations: Burnley
Additional Notes:
- Sole Trader with 20 plus years client relationships
- Retirement Sale with warm handover
- Uplift Opportunity from 0.5%
- Payment Profile 60/20/20 over 2 years
For more information please call 01765 698 699 and quote the reference number 31579 ask for Byron Snaith
Current turn over circa: £1,200,000
Offers over: £4,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: A highly profitable IFA, with EBITDA representing c.50% of turnover ensuring any acquirer can recoup their capital quickly.
90% of the FUM is with one provider, the rest with a further three, meaning a simpler transition of funds and time won't be wasted working with an abundance of platforms.
For more information please call 01765 698 699 and quote the reference number 31576 ask for Byron Snaith
Current turn over circa: £1,050,000
Offers over: £4,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: An average household value of just under £1m provides excellent opportunity to service high quality clients.
For more information please call 01765 698 699 and quote the reference number 31568 ask for Byron Snaith
Current turn over circa: £715,000
Offers over: £2,900,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Greater Manchester
Additional Notes:
Highly Profitable Business benefits from:
- HNW clients with average households > £2.3m
For more information please call 01765 698 699 and quote the reference number 31556 ask for Byron Snaith
Current turn over circa: £2,600,000
Offers over: £4,000,000
Established: 5 to 10 years
Gross Recurring Revenue: More than 2m
Number of staff: More than 50
Additional Notes: The forecasts for 2024 and beyond look very strong, so you can be confident of a growing and profitable business with the ability to scale up.
For more information please call 01765 698 699 and quote the reference number 30192 ask for Byron Snaith
Current turn over circa: £50,000
Offers over: £160,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Manchester
Additional Notes:
This firm benefits from
- Average Households > £300k
- Asset Sale
- Concise Client Geography
- Manchester/ Stockport
For more information please call 01765 698 699 and quote the reference number 31405 ask for Byron Snaith
Current turn over circa: £75,000
Offers over: £200,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Manchester
Additional Notes:
For more information please call 01765 698 699 and quote the reference number 31403 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £290,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Lancashire
Additional Notes:
- Uplift Potential on 0.4% average ongoing fee
- 100% of clients within 1 hour of business
For more information please call 01765 698 699 and quote the reference number 31276 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £2,250,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Lancashire
Additional Notes:
- Established Practice
- Retirement Sale
- Average Households >£500k
For more information please call 01765 698 699 and quote the reference number 31269 ask for Edward Thorpe
Current turn over circa: £125,000
Offers over: £500,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes:
- Nationwide Client Base
- Average circa £100k households
- Uplift potential
For more information please call 01765 698 699 and quote the reference number 31248 ask for Byron Snaith
Current turn over circa: £235,000
Offers over: £820,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Lancashire
Locations: Preston
Additional Notes:
This Directly Authorised business benefits from :
- Average portfolios of £210k plus
- No DB
- No upheld or outstanding Pi claims
For more information please call 01765 698 699 and quote the reference number 31226 ask for Edward Thorpe
Current turn over circa: £420,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Lancashire
Additional Notes:
- No Historic Liability Issues Clean Ltd Company
- Share Sale Only
- Minimum of 60% deposit
- Deferred Consideration Profile 60/20/20
- Healthy Level of new business generated £100k plus
For more information please call 01765 698 699 and quote the reference number 31185 ask for Byron Snaith
Current turn over circa: £180,000
Offers over: £650,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Merseyside
Locations: Manchester
Additional Notes: - Low ongoing advisor charge of 0.8% 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.
For more information please call 01765 698 699 and quote the reference number 31131 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
