Up front budget: £5,000,000
Current turn over circa: £3,000,000
Cash offer: Up to 7x EBITDA for the right entiity.
Established since: 2012
Locations: Leeds
Additional Notes: Exciting opportunity for a firm of financial advisers to sell or well above market rates to a firm which is eager to retain the skillset of the advisers and management.
Very well funded buyer, keen to buy a quality outfit to add to their portfolio of successful business.
Able to pay above market rates for the right business which would see very little outside influence, they would not want to fix something that isn't broken.
For more information please call 01765 698 699 and quote the reference number 179179
Up front budget: £100,000
Current turn over circa: £2,000,000
Cash offer: 50/50 12 months 4x recurring revenue
Established since: 2010
Locations: North Yorkshire
Additional Notes: Those firms with low Indemnity Premiums and an exemplary compliance and regulatory track record will attract a premium. This is a unique opportunity for a Principal to sell and stay.
For more information please call 01765 698 699 and quote the reference number 179177
Up front budget: £2,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 3.75x recurring for the right firm
Established since: 2010
Locations: West Yorkshire
Additional Notes: - Over £500mill FUM
- Multiple businesses that have gone through the process can attest to their integrity
- Looking for chartered, certified, holistic financial planning businesses. Those who put the client first.
For more information please call 01765 698 699 and quote the reference number 179049
Up front budget: £300,000
Current turn over circa: £1,000,000
Cash offer: 60/20/20 to 4x
Established since: 2011
Locations: North Yorkshire
Additional Notes: This family business has grown through a successful combination of client and professional referrals and planned acquisition. Premiums will be offered for those businesses with average portfolios in excess of £300k
For more information please call 01765 698 699 and quote the reference number 178299
Up front budget: £200,000
Current turn over circa: £500,000
Cash offer: 50/25/25 4x
Established since: 2017
Locations: North Yorkshire,West Yorkshire
Additional Notes: IFA with support of larger Group seeks HNW client base or DA business within North or West Yorkshire. Bespoke exit strategy for business owners to ensure maximum client retention and continuity of service levels.
Premium offers will be made for those businesses demonstrating long established client relationships and average portfolios in excess of 250k
For more information please call 01765 698 699 and quote the reference number 178300
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.75x recurring income
Established since: 2001
Locations: North Yorkshire
Additional Notes: Established for over 10 years, well established IFA and benefit consultancy.
Mainly pension and ISAs looking to expand by acquisition. Directly authorised and DB permissions. PI in place (renewed March 1st) fully compliant.
No non-reg products and not looking to get into that market.
Do not do mortgages.
Over £100mill FUM with a director who has carried out over 50 acquisitions i.e. very experienced.
Strong team spread over Yorkshire from West to East and North to South.
For more information please call 01765 698 699 and quote the reference number 178310
Up front budget: £250,000
Current turn over circa: £1,200,000
Cash offer: 4x 50/25/25
Established since: 2010
Locations: Derbyshire,East Riding of Yorkshire,North Yorkshire,South Yorkshire,West Yorkshire,Nottinghamshire
Additional Notes: State of the art modern advisory firm, looking to acquire the shares or goodwill and assets of an IFA.
Looking to pay between 3 and 4 times recurring income. Budget up to 500,000 GBP, which is set aside with Retiring IFA for acquisition.
Snapshot of the business – 6 advisers, circa 1,2m turnover and over 100million FUM. They currently have offices in Yorkshire and London.
We highly recommend this business as a fantastic home for your clients as they are looking for complete client continuity.
If you have half an eye on retirement and recurring income up to 150,000 GBP, it would be the perfect time for a non-committal, confidential conversation with our client.
For more information please call 01765 698 699 and quote the reference number 178228
Up front budget: £1,000,000
Current turn over circa: £4,500,000
Cash offer: to 4x 50/25/25 to 6x Adjusted EBITDA
Established since: 2003
Locations: West Yorkshire
Additional Notes: The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premises, staff and brand (for at least the interim) with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business on a generous salary for 3-4 years to ensure the maximisation of value as well as complete succession planning (more details on request).
This practice has had fantastic success with over 10 previous acquisitions over the last decade years experiencing, on average, 95-98% retention which can be credited largely to the continuity of the operations. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.
For more information please call 01765 698 699 and quote the reference number 178183
Up front budget: £150,000
Current turn over circa: £250,000
Cash offer: 4x 50/25/25
Established since: 2014
Locations: West Yorkshire
Locations: Leeds
Additional Notes: Following a recent highly successful acquisition that clearly demonstrates the client retention ability of this growing business they are now seeking their next opportunity. Continuity of proposition and charging structure and the ability to speak with a Retired Principal about their own experience with this business will provide reassurance to those seeking a safe pair of hands for their life's work.
For more information please call 01765 698 699 and quote the reference number 178169
Up front budget: £175,000
Current turn over circa: £500,000
Cash offer: 4x 50/25/25
Established since: 2018
Locations: North Yorkshire,West Yorkshire,South Yorkshire
Additional Notes: Bespoke exit options available including retention of principal staff and premises to ensure maximum retention and continuity of existing invesment proposition.
With a demonstrable record of success with both acquired and organically developed clients, this buyer represents a fantastic opportunity to ensure a smooth and secure transaction with almost zero risk attached.
The company has accrued £500k in gross recurring turnover over the last two years in new clients as part of a larger commitment to development and growth opportunities.
Premiums will be offered to those businesses with average portfolios in excess of £400k.
For more information please call 01765 698 699 and quote the reference number 93008
Up front budget: £200,000
Current turn over circa: £1,000,000
Cash offer: 4x 60/20/20
Established since: 2013
Locations: County Durham
Additional Notes: Experienced acquirer with £400k fund is looking to acquire client banks locally.
This practice is recognised for its high levels of client service and provides cash flow forecasting as standard.
For more information please call 01765 698 699 and quote the reference number 178123
Up front budget: £250,000
Current turn over circa: £1,200,000
Cash offer: 3.5 50/25/25
Established since: 2013
Locations: North Yorkshire,Tyne and Wear,County Durham
Additional Notes: Specialist Remote Servicing Business with vast acquisition experience seeks client banks the North East.
Market leading multiples will be offered to those with average portfolios of between £50k and £150k with average client age in the 50s.
This acquirer offers a unique opportunity to complete full and partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients, those struggling to provide profitable review based service to smaller clients and also those looking to head in a different direction but remain in the industry.
For more information please call 01765 698 699 and quote the reference number 178117
Up front budget: £300,000
Current turn over circa: £1,000,000
Cash offer: 3.5x recurring income for the right firm
Established since: 1976
Locations: Northumberland
Additional Notes: Family-run firm of Independent Financial Advisers based in the North East.
Specializing in retirement planning, pensions advice and investment management. They have been providing independent advice for over 40 years. Well established and highly respected.
They aren't simply focused on their bottom line but on understanding the individual vendors business and their clients and the issues many people face in deciding their financial plans both at and during retirement. Their team of professional advisers go above and beyond to provide recommendations from the whole of the financial market place to ensure client satisfaction and ultimately retention.
Directly authorized their growing team currently consists of two highly experienced financial planners and are supported by a dedicated team of administrative staff.
They have created a culture of excellence seeing them constantly in the Top 250 Independent Financial Advisers in the UK in a customer satisfaction survey conducted by VouchedFor.
They will provide a very safe and stable home for someones life's work.
The cash is sat in the bank and ready to spent on buying a quality firm who put their clients first but are also looking for a great exit strategy and favorable deal terms.
For more information please call 01765 698 699 and quote the reference number 178113
Up front budget: £100,000
Current turn over circa: £300,000
Cash offer: 3.5x up to 50% upfront
Established since: 2016
Locations: Newcastle
Additional Notes: A firm of IFA's and Wealth Managers based in Newcastle. Helping clients for over 30 years. We are experienced and easy to talk to. Focused on establishing and maintaining long-term relationships.
Clients are typically referred by existing clients, employers, or professional advisers such as trustees, solicitors or accountants.
Typically,clients will be someone who wants a face to face meeting, is seeking financial planning and / or wealth management.
A very special investment proposition offers clients a tried and tested process unique to the firm. This has been developed over the last 20 years. It is designed to deliver diversification using the consistent above average performing funds in a range of sectors to balance growth and risk.
For more information please call 01765 698 699 and quote the reference number 178094
Up front budget: £150,000
Current turn over circa: £300,000
Cash offer: 3.8x 60/20/20
Established since: 2008
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
Additional Notes: IFA with successful acquisition experience is looking to grow their profitable practice.
Providing quarterly reviews and a face to face service they can ensure maximum client retention.
For more information please call 01765 698 699 and quote the reference number 178092
Up front budget: £250,000
Current turn over circa: £1,200,000
Cash offer: 3.5x 50/25/25
Established since: 2013
Locations: East Riding of Yorkshire,North Yorkshire,South Yorkshire,West Yorkshire,East Midlands
Additional Notes: Specialist Remote Servicing Business with vast acquisition experience seeks client banks in East Midlands Yorkshire and the North East.
Market leading multiples will be offered to those with average portfolios of between £50k and £100k with average client age in the 50s.
This acquirer offers a unique opportunity to complete full and partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients, those struggling to provide profitable review based service to smaller clients and also those looking to head in a different direction but remain in the industry.
For more information please call 01765 698 699 and quote the reference number 178091
Up front budget: £150,000
Current turn over circa: £300,000
Cash offer: 60/20/20 to 3.8x recurring
Established since: 2008
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
Additional Notes: Established IFA with successful acquisition experience is looking to grow their profitable practice.
Providing quarterly reviews and a face to face service they can ensure maximum client retention .
For more information please call 01765 698 699 and quote the reference number 177243
Up front budget: £1,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 4x recurring income
Established since: 2000
Locations: North Yorkshire
Additional Notes: With a whole of market approach, they originally generated an impressive turnover of £2 - £2.5 million and FUM of circa 500 million via organic growth then grew via acquisition and currently hold over £700 million FUM. The firm operates a dynamic DFM service; managed portfolios and advisory investment management.
Of particular note is the back office function in play, set up to provide clients with an end to end relationship management service.
The CEO of the company is happy to consider all bespoke exit routes and will employ the incumbent as an employed Private Wealth Adviser over a short, medium or long term arrangement should this route be of interest. Valuing businesses at up to 4 times recurring income paid over a 2 year period.
Exciting opportunity to join a market leading firm undergoing significant growth.
For more information please call 01765 698 699 and quote the reference number 177971
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.5x over 24 months.
Established since:
Locations: Tyne and Wear
Additional Notes: Business established for 10 years. £25 mill - £75 mill FUM in size. Sweet spot is £50 mill.
Keen to add an upgraded client service proposition, can see clients up to 6 times a year. Flexible in following Areas: staff retention, office retention, asset or share purchase, acquisition of skill set possible considered.
Client base of up to 200 individuals. Currently £200 mill FUM.
For more information please call 01765 698 699 and quote the reference number 177206
Up front budget: £300,000
Current turn over circa: £500,000
Cash offer: Up to 4x recurring revenue and up to 70% upfront over 12 months
Established since: 2000
Locations: West Yorkshire
Additional Notes: Clients must have at least £50,000 in order to be serviced.
Happy to complete a deal for a client bank over 12 months with up to 70% upfront.
The perfect firm would have all clients with over £100,000 so they can provide their highest level of service and clients less than 77 years old (value would decrease above this).
For more information please call 01765 698 699 and quote the reference number 177291
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
