Current turn over circa: £170,000
Offers over: £570,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Lancashire
Additional Notes: Established IFA with long standing local client relationships
For more information please call 01765 698 699 and quote the reference number 30598 ask for Edward Thorpe
Current turn over circa: £1,200,000
Offers over: £3,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Greater Manchester
Additional Notes: - Very little DB transfer exposure
- Average client over £250,000
- Very low risk with high potential growth opportunity
- Outsourced DFM proportion provides instant uplift if bought in-house.
For more information please call 01765 698 699 and quote the reference number 30589 ask for Byron Snaith
Current turn over circa: £120,000
Offers over: £410,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire,Cumbria
Additional Notes: Established business with a preference for a share sale 50/25/25 over 2 years
For more information please call 01765 698 699 and quote the reference number 16519 ask for Byron Snaith
Current turn over circa: £300,000
Offers over: £850,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: West Yorkshire
Additional Notes: Seller will be joining the firm
Wants to focus on running a DFM arm to the business
Opportunity for a significant new value chain to any buyer
For more information please call 01765 698 699 and quote the reference number 16388 ask for Byron Snaith
Current turn over circa: £80,000
Offers over: £290,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Cheshire,Greater Manchester
Additional Notes: Established client bank with portfolios in excess of £200k average. The Retiring IFA will provide a warm handover with a payment profile sought of 60/20/20 over two years.
For more information please call 01765 698 699 and quote the reference number 30572 ask for Byron Snaith
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
