IFA for Sale North West & Cumbria

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

Current turn over circa: £ 85,000

Offers over: £ 255,000

Established: 25 to 30 years

Gross Recurring Revenue: 50-70k

Number of staff: 1

Locations: Greater Manchester

Additional Notes: Fantastic seller in the Greater Manchester area with around £10million in funds under management and a recurring revenue nearing £70,000. Looking for the right buyer, offering a similarly exceptional level of client service.

With a turnover approaching £85K, and profits of around £65K this, chartered, lifestyle business would be a great acquisition for smaller acquirers and those looking to expand rapidly adding approximately 60 clients with a personal handover of relationships.

A chartered practice, with manageable client numbers and an average portfolio size approaching £200K, this is exactly the kind of firm that we have constant enquiries about.

Having been in the industry for nearly 50 years, my client has ensured that they have had no complaints at all in that time, so any acquirer can be assured that they are taking on a safe and reliable business, with an exceptional reputation within the clients.
My client is looking for acquirers around the local area who are similarly focused on fantastic client service. Reputation is extremely important to my client and as such they are keen to speak to like-minded individuals providing full financial planning and a holistic, full range of financial services.

Looking for an offer of 3.65x recurring income paid with 50% upfront and paid over a total period of 12 months or shorter; due to the age of the selling party and small nature of the business.

For more information please call 01765 698 699 and quote the reference number 30007 ask for Byron Snaith

Current turn over circa: £ 85,000

Offers over: £ 195,000

Established: 20 t years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Lancashire

Additional Notes: Established business with strong client relationships. The geographic spread of clients is within 10 miles. Compliance and Regulatory record is superb with no complaints

For more information please call 01765 698 699 and quote the reference number 30158 ask for Byron Snaith

Current turn over circa: £ 200,000

Offers over: £ 655,000

Established: 10-1 years

Gross Recurring Revenue: 150-200k

Number of staff: 1-3

Locations: Lancashire

Additional Notes: Husband and wives family run business for sale. Small Ltd company with a high-profit level of 75%.

Chartered business, never had a complaint. Low PI cost of less than £4000 per year.

Directly authorised.

Intelligent office back office system.

Vast uplift potential for the right firm; average ongoing charge is 0.5%. On FUM of approximately £40mill.

Less than 100 clients with an average portfolio size of £400,000.

All ongoing financial reviews. Most investments outsourced to risk-rated portfolios either MM funds, Managed Funds or models run by DFM.
Advising workforce structure

For more information please call 01765 698 699 and quote the reference number 30112 ask for Byron Snaith

Current turn over circa: £ 120,000

Offers over: £ 175,000

Established: 1-3 years

Gross Recurring Revenue: 50-70k

Number of staff: 0-1

Locations: Cumbria

Additional Notes: Retiring seller looking for a safe home for his life's work. No complaints or regulations issues.

Opportunity to buy £50,000 of recurring revenue associated with over £10mill FUM. Business split - 70% investments, 25% pensions, 5% protection. All fee-based adviser charging where clients are seen annually.

Goodwill and asset purchase with 12 month handover period provided by the seller.

For more information please call 01765 698 699 and quote the reference number 30077 ask for Byron Snaith

Current turn over circa: £ 100,000

Offers over: £ 220,500

Established: 5-10 years

Gross Recurring Revenue: 50-70k

Number of staff: 0-1

Locations: Lancashire

Additional Notes: Business for sale in the North West, with upwards of £12 million in funds under management and a recurring revenue approaching £65K.

My client has built up this business over the last 10 years; manageable size for most acquirers looking to grow significantly in the coming year.

Clients are offered an annual service. With an average ongoing adviser charge of between 0.5%, there is significant uplift potential for the right acquirer.

A directly authorised soletrader, this business has a desirable client make-up with an average age of 60 and fewer than 60 households. This means that the average portfolio size is over £200,000.

With no complaints upheld or outstanding, any acquirer can be assured that they are buying a truly excellent client base and vast potential, much of which is still untapped. Further FUI and clients posed to invest further cash.

My client is looking for offers over 3.5X the recurring revenue. A true adviser who looking at a short handover before retirement.

For more information please call 01765 698 699 and quote the reference number 30039 ask for Edward Thorpe