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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Current turn over circa: £25,000
Offers over: £90,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Merseyside
Locations: Liverpool
Additional Notes: Retiring IFA Managing c.£2m FUM Which Generates £20,000 from 15 Households
- The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £140,000 and thus the vast majority of clients are profitable to service.
For more information please call 01765 698 699 and quote the reference number 31127
Current turn over circa: £180,000
Offers over: £700,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Cheshire
Additional Notes:
Directly Authorised Business
Share Sale with 60% upfront required
For more information please call 01765 698 699 and quote the reference number 31118
Current turn over circa: £150,000
Offers over: £530,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Cheshire
Additional Notes:
- Uplift Potential
- Average Households > £300k
For more information please call 01765 698 699 and quote the reference number 15001
Current turn over circa: £340,000
Offers over: £850,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Lancashire
Locations: Preston
Additional Notes: The retiring principal would be delighted to engage in a 12 - 24 month handover to ensure all clients are given a warm introduction to the new firm.
No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion
For more information please call 01765 698 699 and quote the reference number 31065
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
