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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Edward Thorpe
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 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £300,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Lancashire
Locations: Preston
Additional Notes: Local and loyal client base built over 30 years, sole advisor looking to be purchased on an asset sale.
For more information please call 01765 698 699 and quote the reference number 30802 ask for Byron Snaith
Current turn over circa: £106,000
Offers over: £370,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: West Yorkshire
Locations: Halifax
Additional Notes: Average portfolio size per-household of £600,000, meaning time will be spent with hight value clients.
Must maintain investment proposition.
For more information please call 01765 698 699 and quote the reference number 30996 ask for Byron Snaith
Current turn over circa: £346,000
Offers over: £1,080,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Cheshire
Locations: Stockport
Additional Notes: Average portfolio size per household above a quarter of a million, meaning time won't be wasted visiting low-value clients.
Average household age of 54, meaning portfolios can continue to accumulate.
Average on-going advisor charge of 0.5%, leaving potential room for uplift.
For more information please call 01765 698 699 and quote the reference number 30965 ask for Byron Snaith
Current turn over circa: £423,000
Offers over: £1,075,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Lancashire
Locations: Kendal
Additional Notes: Average portfolio size per household of £250,000, meaning time won't be wasted servicing low-value clients.
Average charging structure of 0.625 so there is room for potential uplift.
No DB transfers in the business, representing a potential clean acquisition.
For more information please call 01765 698 699 and quote the reference number 30916 ask for Byron Snaith
Current turn over circa: £280,000
Offers over: £845,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Cumbria
Locations: Carlisle
Additional Notes: Average charging structure of 0.75% so potential room for uplift.
Asset-sale meaning any purchaser won't take on the liabilities of the business.
For more information please call 01765 698 699 and quote the reference number 30895 ask for Byron Snaith
Current turn over circa: £170,000
Offers over: £575,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Conwy
Locations: Llandudno
Additional Notes: Average charging structure of 0.5 meaning room for uplift.
No risky products within the business, representing a clean acquisition.
For more information please call 01765 698 699 and quote the reference number 30885 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £1,800,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Greater Manchester
Additional Notes: Asset sale of circa 160 Households this business benefits from the following:
- Average Ongoing of 0.5% giving uplift potential
- Long established client relationships
For more information please call 01765 698 699 and quote the reference number 30872 ask for Byron Snaith
Current turn over circa: £3,000,000
Offers over: £11,000,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: North
Additional Notes:
Northern Hub Managing c.£300m of Assets Generating £3m of Revenue With an EBITDA of £1.3m
- The business houses all employed advisers, several of which have capacity to take on significantly more clients
- The business has relationships with a large amounts of introducers which generate c.£4-500,000 in new business per year
For more information please call 01765 698 699 and quote the reference number 30864 ask for Byron Snaith
Current turn over circa: £320,000
Offers over: £1,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Cheshire
Additional Notes: Shortlisted acquirers must offer:
- Share Purchase
- Minimum 50% deposit upon completion
- Deferred Payment over 12-18 months
For more information please call 01765 698 699 and quote the reference number 30836 ask for Edward Thorpe
Current turn over circa: £125,000
Offers over: £400,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Lancashire
Locations: Bolton
Additional Notes: Minimum of 60% upon completion with remainder of deferred consideration to be paid in a maximum of 24 months
For more information please call 01765 698 699 and quote the reference number 30813 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £300,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Lancashire
Locations: Preston
Additional Notes: Local and loyal client base built over 30 years, sole advisor looking to be purchased on an asset sale.
For more information please call 01765 698 699 and quote the reference number 30802 ask for Byron Snaith
Current turn over circa: £550,000
Offers over: £2,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater Manchester
Locations: Bolton
Additional Notes: Established in 2010 this firm is offered with the benefit of the the following:
- Average Ongoing of 0.6% providing opportunity to uplift
- 90% Clients within an hour of Bolton all profitable to service
- I.O. Back Office giving accurate data on this firm
Enquiries invited from those acquirers willing to offer in excess of 4x recurring with a minimum 60% deposit and instalments over 18 months maximum
For more information please call 01765 698 699 and quote the reference number 30719 ask for Byron Snaith
Current turn over circa: £80,000
Offers over: £290,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Lancashire
Locations: Blackburn
Additional Notes:
- Retirement following warm handover.
- Average Household £350k plus 0.5% ongoing.
- Minimum 60% consideration required upon completion.
- Total payment over a maximum of 18-24 months.
For more information please call 01765 698 699 and quote the reference number 30651 ask for Byron Snaith
Current turn over circa: £1,200,000
Offers over: £4,300,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Lancashire
Locations: Burnley
Additional Notes: Long established very profitable IFA seeking share or asset sale. Retention of Advisers/Staff and Premises are preferred
Payment profile 50/25/25
For more information please call 01765 698 699 and quote the reference number 30649 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Lancashire
Additional Notes: Average Portfolios in excess of £250k , long standing relationships and room for uplift this profitable business is offered as Share or Asset Sale with those acquirers offering 60% first payment over a maximum of 2 years and the potential retention of an Adviser likely to be given preference
For more information please call 01765 698 699 and quote the reference number 30640 ask for Byron Snaith
Current turn over circa: £10,000,000
Offers over: £4,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: More than 50
Locations: Greater Manchester
Additional Notes: Opportunity to acquire a very profitable network with their own platform.
Vast growth potential.
Fantastic management team.
Competitive CIP investment opportunities.
Making £1mill EBITDA.
For more information please call 01765 698 699 and quote the reference number 30639 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
