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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
Current turn over circa: £330,000
Offers over: £760,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
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 £300,000 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 ask for Edward Thorpe
Current turn over circa: £3,200,000
Offers over: £18,000,000
Established: 30 to 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: South West
Additional Notes:
- The business houses all employed advisers in both London and the South West
- The average portfolio invested per client sits between £5-600,000
For more information please call 01765 698 699 and quote the reference number 14588 ask for Edward Thorpe
Current turn over circa: £280,000
Offers over: £960,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Herefordshire
Locations: Hereford
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.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
No risky products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 30978 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £1,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Wiltshire
Locations: Salisbury
Additional Notes: 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 leading to very high post acquisition operating margin.
Average portfolios £200k ongoing fees of 0.5%
For more information please call 01765 698 699 and quote the reference number 30969 ask for Edward Thorpe
Current turn over circa: £545,000
Offers over: £1,720,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Exeter/Taunton
Additional Notes:
Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000
- No risky products have been advised in the business, reducing the liability of a potential purchase
- A light back office team means the business should make £300-£350,000 in post-acquisition profit (advisory cost dependant)
For more information please call 01765 698 699 and quote the reference number 30964 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,550,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes: - The majority of clients are businesses owners / working professionals and still accumulating wealth
- No permanent staff or offices to follow with the acquisition and thus the business should make over £300,000 in post-acquisition profit (advisory cost dependant)
- Very limited liability within the company
For more information please call 01765 698 699 and quote the reference number 30949 ask for Edward Thorpe
Current turn over circa: £850,000
Offers over: £2,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Gloucestershire,Wiltshire
Additional Notes:
- The business houses largely High-Net worth clients with an average portfolio size of £750,000
- The business is highly profitable generating over £400,000 in operating profit
For more information please call 01765 698 699 and quote the reference number 30944 ask for Edward Thorpe
Current turn over circa: £110,000
Offers over: £420,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Cornwall
Locations: Truro
Additional Notes: The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion.
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 leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 30920 ask for Edward Thorpe
Current turn over circa: £410,000
Offers over: £1,296,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Carmarthenshire
Locations: Swansea
Additional Notes: Retiring IFA Managing c £55m FUM with Average portfolios of £144,000
The ongoing fees of 0.65% typically represents huge potential for fee uplift and value accretion.
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 leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 30901 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £684,500
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Devon
Locations: Plymouth
Additional Notes: Retiring IFA Managing c.£24.5m FUM Which Generates £185,000 from 85 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 £287,000 and thus the vast majority of clients are profitable to service.
Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 30897 ask for Edward Thorpe
Current turn over circa: £520,000
Offers over: £1,280,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: Retiring IFA Managing c.£40m FUM Which Generates £320,000 from 115 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 £350,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30878 ask for Edward Thorpe
Current turn over circa: £520,000
Offers over: £1,280,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: Retiring IFA Managing c.£40m FUM Which Generates £320,000 from 115 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 £350,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30878 ask for Edward Thorpe
Current turn over circa: £600,000
Offers over: £2,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Hampshire
Additional Notes:
High-Net-Worth IFA Practice With the Average Client Producing £3,000 With the Whole Business c.£5-60,000 in Recurring Income
- The business has Partial Succession Planning Within the existing advisory team
- The Practice has limited exposure to any risky products and thus limiting the liability for any purchaser
- The Principal is looking for a regional buyer that can demonstrate a level of continuity post acquisitino
For more information please call 01765 698 699 and quote the reference number 14879 ask for Edward Thorpe
Current turn over circa: £75,000
Offers over: £290,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Hampshire
Locations: Southampton
Additional Notes: Average portfolios of £250,000 meaning each client will be well worth seeing.
Average age of 50 so the portfolios will be accumulating and grow effortlessly.
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 30849 ask for Edward Thorpe
Current turn over circa: £115,000
Offers over: £265,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Devon
Locations: Torquay
Additional Notes: The principal is happy to engage in a 6-12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
No staff to be taken on as part of the acquisition, maximising profits post-acquisition.
For more information please call 01765 698 699 and quote the reference number 30830 ask for Edward Thorpe
Current turn over circa: £120,000
Offers over: £330,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Hampshire
Locations: Guildford
Additional Notes: Ongoing fee charge of 0.5% so there’s room for potential uplift.
£23m FUM.
No staff within the business, simplifying the acquisition.
For more information please call 01765 698 699 and quote the reference number 30824 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
