Current turn over circa: £200,000
Offers over: £650,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Cornwall
Additional Notes: With just 55 households, you will be purchasing a core group of key, HNW clients.
The majority of the assets are with a couple of mainstream platforms, meaning the ttransitioning of clients will be simple.
For more information please call 01765 698 699 and quote the reference number 31623
Current turn over circa: £900,000
Offers over: £3,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Additional Notes: An average client age of 59 provides opportunity for further portfolio accumulation.
A highly aligned business with 3 providers mostly used means integration will be smooth, reducing the cost of the acquisiiton.
For more information please call 01765 698 699 and quote the reference number 31614
Current turn over circa: £100,000
Offers over: £160,000
Established: 30 to 35 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: Having been operating for over 30 years, this is a loyal client base which should see maximum client retention.
A one-man-band, with the principle retiring, means you can bolt these clients quickly into your practice.
For more information please call 01765 698 699 and quote the reference number 31581
Current turn over circa: £450,000
Offers over: £875,000
Established: 3 to 5 years
Gross Recurring Revenue: 200-300k
Number of staff: 5 to 10
Additional Notes: With just 130 households, you will be working with high quality clients who still have further room for growth with an average age of 59.
This is a growing business, with revenue expected to increase by 25% in 2024, which could be further scaled in a larger business.
For more information please call 01765 698 699 and quote the reference number 31580
Current turn over circa: £1,300,000
Offers over: £4,400,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Somerset
Additional Notes: With an average client above £350k, time will be spent efficiently and profitably.
For more information please call 01765 698 699 and quote the reference number 31559
Current turn over circa: £750,000
Offers over: £2,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With just over 100 households, you will be servicing a quality, compact group of clients.
For more information please call 01765 698 699 and quote the reference number 31534
Current turn over circa: £80,000
Offers over: £280,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Somerset
Additional Notes: With the small number of households all within a driveable distance, this represents a very manageable client bank.
An average on-going adviser charge of 0.75% gives potential for future uiplift.
For more information please call 01765 698 699 and quote the reference number 31530
Current turn over circa: £1,500,000
Offers over: £5,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With only 300 clients, time will be spent efficiently with highly-profitable clients.
For more information please call 01765 698 699 and quote the reference number 31339
Current turn over circa: £260,000
Offers over: £850,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Herefordshire
Additional Notes: With an on-going advisor charge of 0.5%, there is potential to increase revenue post-completion.
For more information please call 01765 698 699 and quote the reference number 31332
Current turn over circa: £175,000
Offers over: £470,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 3 to 5
Locations: Bristol
Additional Notes: With just 40 households, time will be weel spent servciing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31253
Current turn over circa: £100,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Devon
Locations: Exeter
Additional Notes: With an average portfolio size per-household of £250,000, time will be spent servicing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31122
Current turn over circa: £500,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Glamorgan
Additional Notes: An average portfolio-size per household of £250k means time will be well spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31228
Current turn over circa: £350,000
Offers over: £1,050,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Bristol
Additional Notes: The acquisition of the business would be structured as an asset, with no liability assumed by the acquiring party.
The principal is happy to engage in a 6-12 month handover to ensure all clients succeesfully transition across.
For more information please call 01765 698 699 and quote the reference number 16673
Current turn over circa: £250,000
Offers over: £600,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Somerset
Locations: Taunton
Additional Notes: Average portfolios of £150k ongoing fees of 0.6% providing plenty of room for potential uplift maximising profits post acquisition.
Very clean DA business as no high risk products have been advised to client within the business
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer.
For more information please call 01765 698 699 and quote the reference number 15496
Current turn over circa: £330,000
Offers over: £710,600
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: 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 £180,000 and thus the vast majority of clients are profitable to service.
No risky products have been advised in he business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 30989
Current turn over circa: £100,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Devon
Locations: Exeter
Additional Notes: With an average portfolio size per-household of £250,000, time will be spent servicing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31122
Current turn over circa: £240,000
Offers over: £485,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Gloucestershire
Locations: Gloucester
Additional Notes: With an average portfolio size per-household of £500,000, time will be spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31093
Current turn over circa: £150,000
Offers over: £535,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Devon
Locations: Exeter
Additional Notes: Average portfolio per-household of £300k, meaning time won't be wasted with low value clients.
No high-risky products within the business.
For more information please call 01765 698 699 and quote the reference number 31084
Current turn over circa: £215,000
Offers over: £560,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Somerset
Locations: Bath
Additional Notes: With no high-risky products and on an asset sale, you can be sure of a simple, clean acquisition.
For more information please call 01765 698 699 and quote the reference number 31070
Current turn over circa: £100,000
Offers over: £300,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Locations: Guildford
Additional Notes: Average portfolio size per household of £236,000, meaning each client will be worth time servicing.
Average on-going advisor charge of 0.5, representing signiifcant uplift potential.
For more information please call 01765 698 699 and quote the reference number 31021
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
