IFA Buyers North East & Yorkshire

Up front budget: £ 10,000,000

Current turn over circa: £ 5,000,000

Cash offer: Up to 3.5x recurring for first 75%. Inflated value for 25% bought after 4 - 5 years.

Established since: 2000

Locations: Greater London

Additional Notes: - Looking at buying 75% of a firm initially, working with the exiting directors to grow the firm over a 4 - 5 year period before buying the final 25% at premium price.
- Offering full continuity. Will keep the brand, offices, staff, charging structure, investment strategy.
- Laissez-faire management strategy with only a board meeting every month (feet not held to the flame).
- Keen to finance the buyout of self-employed advisers to increase the practice value.
- Principles to stay, salaried to grow business.
- Experienced successful acquirers.
- Interested parties must have a minimum of £100 mill FUM and / or a profit line of over £400,000.

For more information please call 01765 698 699 and quote the reference number 177451

Up front budget: £ 100,000

Current turn over circa: £ 300,000

Cash offer: 12 months 50/50 to 4x

Established since: 2010

Locations: West Yorkshire

Locations: Leeds

Additional Notes: Directly Authorised IFA with capacity to ensure continuity of high client service levels seeking client bank or business

For more information please call 01765 698 699 and quote the reference number 177393

Up front budget: £ 250,000

Current turn over circa: £ 350,000

Cash offer: Up to 3.5x recurring income with 50% paid upfront.

Established since: 2017

Locations: Darlington

Additional Notes: Happy to take on the proprietor in an employed role to continue to look after a portion of their clients.

Would keep the clients on the same platform / provider.

Currently looking after 25mill FUM with a small personable team.

For more information please call 01765 698 699 and quote the reference number 176884

Up front budget: £ 100,000

Current turn over circa: £ 300,000

Cash offer: 4x with 50% paid upfront. Deal length 12 months to 24 months dependant on the terms of the sale.

Established since: 2004

Locations: Harrogate

Additional Notes: Established for over 10 years and now turning over £300,000. Growing organically year on year by approximately £4 mill FUM. Owner run practice offering a personal service with paraplanner and practice manager backing. Currently looking after 220 clients and running at 50% capacity. Transact focused. Aim is to work with a client to help them retire or managing their life post retirement. Providing a full service including cash-flow modelling and IHT planning. Offering a capped service where there are no further initial fees for a client post sign up.

For more information please call 01765 698 699 and quote the reference number 176730