Current turn over circa: £125,000
Offers over: £250,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Preston
Additional Notes: £20mill FUM
Retiring individual
No offices, staff or liability.
For more information please call 01765 698 699 and quote the reference number 30571
Current turn over circa: £200,000
Offers over: £610,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Cheshire,Greater Manchester
Additional Notes: Average Household > £150k Portfolios with accumulating clients average age of 60.
For more information please call 01765 698 699 and quote the reference number 30506
Current turn over circa: £100,000
Offers over: £120,000
Established: 15 to 20 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Lancashire
Additional Notes: Established in the area for over 20 years this business has long standing client relationships and many are referrals from local accountants. This represents a perfect cross selling opportunity to mortgage clients and small and medium sized businesses and their owners / directors.
Clean regulatory and compliance history together with low PI premium provide a perfect launch pad for someone wishing to take this business forward
For more information please call 01765 698 699 and quote the reference number 30492
Current turn over circa: £100,000
Offers over: £273,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Cheshire
Additional Notes: 70 Households Average circa £160k. Vanilla practice with no DB exposure average ongoing charge of 0.7% giving opportunity for uplift
For more information please call 01765 698 699 and quote the reference number 30489
Current turn over circa: £200,000
Offers over: £490,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Cumbria
Additional Notes: 2 directors looking to exit the industry and find the right home for their clients with one adviser looking to stay with the acquiring firm.
The average portfolio size is around £200,000.
For more information please call 01765 698 699 and quote the reference number 30455
Current turn over circa: £130,000
Offers over: £395,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire
Additional Notes: High quality client bank with incredible potential to grow. Long established relationships and warm handover to be provided to the acquirer.
For more information please call 01765 698 699 and quote the reference number 16711
Current turn over circa: £100,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Cheshire
Additional Notes: Longer-Term Succession Plan needed. Looking to Merge with a Buyer a secure a Guaranteed exit strategy.
Average On-going Adviser Charge = 0.50
Total FUM = 8,000,000
Total FUI (Funds with no ongoing charge) = 4,000,000
Back Office
Back Office System = iO
For more information please call 01765 698 699 and quote the reference number 30408
Current turn over circa: £250,000
Offers over: £850,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Greater Manchester
Additional Notes: Long established directly authorised IFA with average portfolios in excess of £200k presents a rare opportunity for an experienced acquirer to add £40m plus of FUM within an hours drive of Manchester. A warm handover to ensure maximum client retention will be provided.
Businesses who can offer a competitive deposit of at least 50% with a profile of 50/25/25 on a share purchase basis will be looked upon favorably. This business has a clean compliance and regulatory record and IO back-office systems to provide due diligence upon request
For more information please call 01765 698 699 and quote the reference number 30406
Current turn over circa: £125,000
Offers over: £325,000
Established: 1 to 3 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Cheshire
Additional Notes: 125 clients.
£15 mill.
£100,000 average portfolio size when outliers are removed.
For more information please call 01765 698 699 and quote the reference number 30394
Current turn over circa: £47,000
Offers over: £150,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Cumbria
Additional Notes:
For more information please call 01765 698 699 and quote the reference number 14548
Current turn over circa: £30,000
Offers over: £65,000
Established: 1 to 3 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Greater Manchester
Additional Notes: Directly Authorised business shell for sale established less than 4 years ago with no high risk business conducted and competative PI Premium and Policy in Place.
This would be an ideal opportunity for those seeking to exit a network or Regulated Individuals wishing to be masters of their own destiny.
The business will be sold with no clients
For more information please call 01765 698 699 and quote the reference number 30350
Current turn over circa: £125,000
Offers over: £500,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Bolton
Additional Notes: - 1% ongoing charge
- Exiting the industry for a new role in health service
For more information please call 01765 698 699 and quote the reference number 30346
Current turn over circa: £130,000
Offers over: £330,000
Established: 3 to 5 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: Nationwide client base of young accumulating households with many in their 40s and 50s for sale by way of an asset sale.
This predominantly pension based business would be a fantastic addition to a business specializing in this sector or indeed as a venture in itself.
Offers invited over £330k over a maximum of 24 months 50/25/25.
For more information please call 01765 698 699 and quote the reference number 30343
Current turn over circa: £850,000
Offers over: £3,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Stockport
Additional Notes: My client has vast amounts of experience as an advisor, having been in the industry for almost 35 years. With very limited exposure to risk - no DB transfer exposure and no structured products this is a fantastic opportunity for any acquirer to significantly increase their funds under management and profit line with minimal risk.
An enviable client bank made up of just over 100 households and an average portfolio size of around 250k with some clients investing north of £2million. Having focused on client relationships throughout their career, my client is now in an excellent position to ensure a robust handover ensuring maximum retention. Clients are focused around two key locations of London and the North West.
Offering an in-depth, flexible, face to face handover period being open to offers ranging from a 12 month to 2 year period as required by the acquirer. Small employed workforce to consider. My client is committed to working alongside the acquirer to ensure as smooth a transition as possible.
Looking for an offer of 5x - 6x EBITDA paid with 50% upfront, 25% at the end of 12 months and 25% at the end of 24 months. Share purchase.
For more information please call 01765 698 699 and quote the reference number 14872
Current turn over circa: £1,000,000
Offers over: £2,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Cheshire
Additional Notes: Selling party looking for share purchase.
Company Turnover - £1,000,000
Profit (EBITDA) over £500,000
1% ongoing charge
Almost £100 mill FUM
Directly authorized ltd company
For more information please call 01765 698 699 and quote the reference number 30289
Current turn over circa: £195,000
Offers over: £450,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire
Additional Notes: - Focused on attaining an offer over 12 months with 50% or more paid upfront.
- Happy to do a face to face handover of clients.
- Share purchase - no DB exposure or other esoteric aspects.
- Uplift potential - 0.75% charging structure for a single annual meeting.
For more information please call 01765 698 699 and quote the reference number 30282
Current turn over circa: £2,000,000
Offers over: £8,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: Cheshire
Additional Notes: - Avg. portfolio size over £500,000
- Adjusted profit almost £1 mill
- Recurring income closing in on £2 mill
- Minimal DB exposure
- Chartered financial planners
- Cashflow forecasting as standard
- Key staff to stay on and grow the business
- Unparalleled understanding of their own business and a clear vision of what they want to acheive with the new buyer.
For more information please call 01765 698 699 and quote the reference number 30231
Current turn over circa: £250,000
Offers over: £715,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Cumbria
Additional Notes: DA business with average portfolios in excess of £225k
For more information please call 01765 698 699 and quote the reference number 30214
Current turn over circa: £160,000
Offers over: £250,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: Client bank with circa 70 Households and average portfolios of £170k plus. Solid client relationships of up to 20 years in many cases.
This chartered individual is looking for an experienced acquirer with continuity and client service central to their approach
For more information please call 01765 698 699 and quote the reference number 30210
Current turn over circa: £ 4,000,000
Offers over: £ 5,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 20 to 50
Locations: Cheshire
Additional Notes: - Profit North of £900,000
- Over a quarter of billion FUM
For more information please call 01765 698 699 and quote the reference number 30207
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
