Current turn over circa: £2,500,000
Offers over: £9,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Midlands
Additional Notes:
£300m FUM Selling Party in the Based in the Midlands
- Average Client size c.£500,000
- Principal Looking for a 2-3 year handover period for clients
For more information please call 01765 698 699 and quote the reference number 30728
Current turn over circa: £500,000
Offers over: £1,690,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: High net worth £60m FUM practice with average client worth £700,000
Well established IFA servicing less than 100 households comprised of multi-generational families, seeking an acquirer with an holistic approach to financial planning.
The £60m FUM is platform based ensuring a streamlined integration period
For more information please call 01765 698 699 and quote the reference number 30683
Current turn over circa: £110,000
Offers over: £375,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: West Midlands
Additional Notes: West Midlands one man band housing £20m of clients assets looking to sell the assets.
Very quick and easy asset sale of profitable clients. There are only 100 households with the average portfolio size being £200,000.
For more information please call 01765 698 699 and quote the reference number 30665
Current turn over circa: £700,000
Offers over: £2,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: Local one man band housing £65m of Clients' assets with an average ongoing advisory charge of .77% looking to find the right home for his clients
The client bank is derived from high net worth households with an average portfolio size of over £250,000 meaning they are very profitable to service.
This firm is looking for an acquirer to:
- keep continuity within the business
- not shoehorn the clients instantaneously into a particular investment proposition
- service the clients with a personalised and face to face approach
For more information please call 01765 698 699 and quote the reference number 30643
Current turn over circa: £550,000
Offers over: £1,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
The £45m of FUM is comprised of over 65 clients resulting in an average client portfolio size of over £700,000. Thus, resulting in an easy integration with very profitable clients.
For more information please call 01765 698 699 and quote the reference number 30629
Current turn over circa: £90,000
Offers over: £210,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: West Midlands based 1 man band housing £15m FUM with an average ongoing advisory charge of .35%
This firm looks after 200 Households with an average portfolio size of over £150k.
The firm is restricted with Aviva and looking for an acquirer to maintain the investment porposition
For more information please call 01765 698 699 and quote the reference number 30603
Current turn over circa: £350,000
Offers over: £1,120,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: West Midlands Based IFA managing £40m of clients assets with an ongoing advisory charge of .7% holding no liability, looking to pass on their life's work to the right acquirer
There is no liability to be taken on board through this acquisition, thus an incredibly clean £40m worth of assets to be integrated.
For more information please call 01765 698 699 and quote the reference number 30574
Current turn over circa: £600,000
Offers over: £1,875,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1
Additional Notes: Welsh based firm housing £80m of clients assets charging .65% average ongoing looking for a local firm to integrate into.
Limited infrastructure required to be taken into consideration as there is only 1 support staff member and no office to be taken on board.
This client is managing a growing client bank with 80% of the clients still in the accumulation stages of their wealth, adding to their portfolios. This portrays future growth potential which will accelerate the return on investment.
For more information please call 01765 698 699 and quote the reference number 30569
Current turn over circa: £350,000
Offers over: £1,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Additional Notes: Local one man band housing £45m of clients funds, comprised of an average client portfolio size being over £200,000 and generating over £300,000 of recurring revenue
A rare opportunity to integrate 200 high net worth clients into your practice.
This proprietor is ideally looking for a firm where he can stay on for up to 3 years to service the clients, have a warmer handover period to ensure client retnetion.
For more information please call 01765 698 699 and quote the reference number 30520
Current turn over circa: £320,000
Offers over: £685,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: West Midlands
Additional Notes: Highly profitable local IFA housing £40m of clients assets generating £180,000 of recurring revenue
This firm can bring to you £40m of clients assets on an average advisory charging structure of .45%. Therefore, there is significant potential for uplift, accelerating the return on investment.
This is a fantastically vanilla firm staying away from any esoteric products, resulting in limited liability to be taken onboard from the outset
For more information please call 01765 698 699 and quote the reference number 30512
Current turn over circa: £80,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: West Midlands
Additional Notes: Local one man band managing £13m FUM with an average ongoing advisory charge of .5%
No risky products have been advised to the clients by the company, hence minimal and consistent liability to be taken forward.
Highly profitable as there is no staff or office to be taken onboard through the acquisition in addition to potential uplift of the .5% advisory fees
Very local client base with over 80% being within 30 miles from the office thus heightening the efficiency in servicing the clients.
For more information please call 01765 698 699 and quote the reference number 30490
Current turn over circa: £800,000
Offers over: £1,200,000
Established: 30 to 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: One man band managing £80m of clients funds, operating on an average ongoing advisory charge of .35%
There are no staff or premises to be included within the sale of the business, therefore it is very easy to integrate, maximising the return on investment as the costs are minimal.
There are 400 households with an average portfolio size being £200,000 meaning all clients are profitable in their own right and there are no few clients that represent a significant chunk of the FUM, thus diminishing the risks involved.
What's unique about this opportunity is the fact the average ongoing advisory charge in .35% with the principal open to increase and willing to endorse for any prospective buyer where there is increased service and benefit for the client.
For more information please call 01765 698 699 and quote the reference number 30487
Current turn over circa: £80,000
Offers over: £245,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: West Midlands
Additional Notes: One man band housing 11m FUM with an average advisory charge of .75%
This IFA is comprised of 60 households holding an average portfolio of £165,000 and average age of 65.
Fantastically vanilla practice as they have conducted zero risky products such as the DB transfers, EIS's, VCT's etc, therefore, there is minimal and consistent PI
For more information please call 01765 698 699 and quote the reference number 30464
Current turn over circa: £190,000
Offers over: £600,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: Looking to join a firm as an AR and arrange a guaranteed buyout.
Directly authorized Ltd company.
Average On-going Adviser Charge = 0.5
Funds Distribution
Total FUM - 33,000,000
Total FUI - 10,000,000
No DB transfers
Average household portfolio size £200,000
For more information please call 01765 698 699 and quote the reference number 30441
Current turn over circa: £150,000
Offers over: £450,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Worcestershire
Additional Notes: Worcestershire based directly authorised firm holding £25m FUM with average client portfolio size of £500,000
The firm's client bank is extremely local with 95% of clients within an hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive travelling and maximising cash flow generation of the acquisition.
A unique opportunity as the client bank consists of high net work clients housing an average of £500,000 in portfolio size along with the ongoing advisory charging structure being .5%. Therefore, all clients are highly profitable and worth seeing with potential uplift to be generated over time.
For more information please call 01765 698 699 and quote the reference number 30429
Current turn over circa: £ 220,000
Offers over: £ 595,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: West Midlands
Additional Notes: With over 17m FUM and average portfolio per household circa 350k this client bank consists of many senior armed forces individuals with the majority of funds held with Transact
For more information please call 01765 698 699 and quote the reference number 30164
Current turn over circa: £ 250,000
Offers over: £ 625,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Staffordshire
Additional Notes: - Low average client charge of 0.4% or less.
- Over approximately 350 - 400 clients.
- No staff or premise to transfer.
- Looking for a local buyer who will look after the clients, uplifting the service charge to 0.5% but no higher and keeping as much continuity as possible.
-The acquirer should be able to service the clients in a face to face model and be comfortable buying the shares of the business to ensure entrepreneurs relief.
For more information please call 01765 698 699 and quote the reference number 30163
Current turn over circa: £ 32,000
Offers over: £ 128,000
Established: 5-10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0-1
Locations: Shropshire
Additional Notes: Client bank for sale in the Shropshire area, with upwards of £10 million in funds under management and a recurring revenue approaching £40,000.
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 less than 0.5%, there is significant uplift potential for the right acquirer.
A soletrader, this business has a desirable client make-up with fewer than 30 households. The average portfolio size (including funds under influence) is over £500,000. Clients are well versed in technology and the business uses the Intelligent office back office system.
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 a true adviser, not a salesperson; who shares their ethical mentality of full financial planning. They will provide an in-depth handover before retirement. Offers at 4X the recurring revenue with a deal structured over 12 months.
For more information please call 01765 698 699 and quote the reference number 395159
For more information please call 01765 698 699 and quote the reference number 30063
Current turn over circa: £ 550,000
Offers over: £ 600,000
Established: 20-2 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: West Midlands
Additional Notes: Midlands Based Directly Authorised Mortgage & Protection Business with 20-year history for sale
with year on year growth and £550k plus turnover.
This business has 9 self-employed advisers and generates a healthy level of new business from client referrals and strong relationships with a panel of introducers including Housing Associations and businesses operating the Help to Buy scheme together with Landlords with portfolios.
The split in income is 50% Retail 10% Buy to Let 25% BTL 15% Other Insurance & Referral Fees
For more information please call 01765 698 699 and quote the reference number 30048
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
