Up front budget: £500,000
Current turn over circa: £3,000,000
Cash offer: 4x 60/20/20
Established since: 2006
Locations: Lincolnshire
Additional Notes:
- 4 previous acquisitions with 97% plus retention
- Traditional IFA no finance or PE House dictating terms
For more information please call 01765 698 699 and quote the reference number 180848
Up front budget: £250,000
Current turn over circa: £650,000
Cash offer: 4x 60/20/20
Established since: 2010
Locations: East Midlands
Additional Notes: Key Factors to ensure a premium offer of 4x
- Directly Authorised Ltd Company
- No DB Transfers
- No claims upheld or pending
- Average Portfolios of >£250k
For more information please call 01765 698 699 and quote the reference number 180649
Up front budget: £450,000
Current turn over circa: £5,500,000
Cash offer: 60/20/20 to 4x
Established since: 2003
Locations: Lincolnshire
Additional Notes:
This is one of Lincolnshire's largest independently owned IFA businesses and is looking to grow through the acquisition and integration of retiring IFAs. typically between 10m and 50m AUM
With experience of 5 previous acquisitions, they have an impressive client retention rate close to 100%.
Minimal change to proposition and charging structure and a willingness to retain principals and staff, will prove attractive to those principals with their clients best interests at heart
For more information please call 01765 698 699 and quote the reference number 180227
Up front budget: £500,000
Current turn over circa: £2,300,000
Cash offer: 60/20/20 4x
Established since: 2013
Locations: East Midlands
Additional Notes: Share Purchase possible for low risk advice firms
For more information please call 01765 698 699 and quote the reference number 180214
Up front budget: £750,000
Current turn over circa: £1,500,000
Cash offer: 4x Recurring Income
Established since: 1990
Locations: Northamptonshire
Locations: Northampton
Additional Notes: Award Winning Independent Wealth Management Firm Paying 4x Recurring Income.
- The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition. All staff in both businesses were offered a position.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above £500,000
. AUA Between £30m - £150m
For more information please call 01765 698 699 and quote the reference number 179916
Up front budget: £1,000,000
Current turn over circa: £2,500,000
Cash offer: 1,000,000
Established since: 1990
Locations: Leicestershire
Locations: Leicester
Additional Notes: Unique opportunity for a retiring IFA to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition.
Purchaser is willing to pay up to 4x recurring revenue over a 2 year period and offering 75% of the total sale price in the first year.
Offering the principal the ability to stay on for a number of years to ensure clients get a warm introduction.
For more information please call 01765 698 699 and quote the reference number 179757
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 1000000
Established since: 1980
Locations: Leicestershire
Locations: Leicester
Additional Notes: Unique opportunity for a retiring IFA to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition.
Purchaser is willing to pay up to 4x recurring revenue over a 2 year period and offering 75% of the total sale price in the first year.
For more information please call 01765 698 699 and quote the reference number 179707
Up front budget: £125,000
Current turn over circa: £250,000
Cash offer: 4x 50/50
Established since: 2017
Locations: Leicestershire
Locations: Leicester
Additional Notes: Client Banks with LE postcode will attract a premium DA business Cash Flow Forecasting provided as standard with all clients having portal access
For more information please call 01765 698 699 and quote the reference number 178941
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.75x recurring income
Established since: 2009
Locations: Derbyshire
Additional Notes: Established for over 10 years, Mainly pensions and investments and have bought 2 client banks.
Looking for a business with renewals of 150 to 400k, happy if the IFA's stay on for a while particularly if its a bigger one.
Typical charging structure is 0.5% but do have some 0.75% ones and want to continue to provide a high service level.
For more information please call 01765 698 699 and quote the reference number 177566
Up front budget: £500,000
Current turn over circa: £5,000,000
Cash offer: Up to 3.7x Recurring Revenue
Established since: 2001
Locations: Norfolk
Additional Notes:
East Anglia Based IFA With a Successful Track Record of Onboarding Over 10 Practices into the Firm Since Establishment and a Unique Minimal Change Approach to Integrating Clients (See below)
- The Practice represents one of the most experienced and successful IFA acquirers in the East Anglia area with multiple offices covering the. Typical retention of clients has been between 92-98% over transactions across the Cambridge, Norwich, Ipswich and Kent area
- The firm is very flexible in how a joining principal engages in a handover - in the past principals have stayed for 6 months to over 6 years on a salaried position either managing all clients or gradually phasing over clients and servicing a core group for the remainder of the period.
- During the handover element, the current investment proposition and platforms will be maintained until the principal has phased out the business. The minimum change to the current investment proposition alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.
A premium offer will be available to the following:
. Located in the and the Bury St Edmunds, Cambridge, Ipswich, Norwich, Cambridge, Thetford, Harleston, Colchester, Essex and the Surrounding Area.
. Practices from £5m-160m Funds under Management
. Principals who wish to retire post completion or remain in the business on an attractive salary (enquire for more details)
For more information please call 01765 698 699 and quote the reference number 178127
Up front budget: £75,000
Current turn over circa: £200,000
Cash offer: 100 % on Completion
Established since: 2017
Locations: East Midlands,West Midlands
Additional Notes: Ideally DA business with few or preferably no clients sought by this acquirer who is ready to complete immediately Recent registration and a business with a clean regulatory compliance and claims history and low PI premium will attract a market leading offer
For more information please call 01765 698 699 and quote the reference number 177591
Up front budget: £500,000
Current turn over circa: £1,500,000
Cash offer: 4x 60/20/20
Established since: 2015
Locations: East Midlands
Additional Notes: Experienced acquirer seeks East Midlands area IFA firm to expand the advisory arm of this Investment Management Company, with £1m cash put aside for acquisition this year, offering up to 4 x your recurring income and 80% of the consideration in the first 12 months.
This expanding business brings Institutional quality investment management experience to the retail advisory market and will maintain high quality client service to your valued clients. This presents a rare and exciting opportunity for principals to secure a market leading deal and to stay on with teams intact and to develop the business.
For more information please call 01765 698 699 and quote the reference number 178090
Up front budget: £1,000,000
Current turn over circa: £1,000,000
Cash offer: Up to 4x recurring income
Established since: 2004
Locations: East Midlands
Additional Notes: Managing relationships with 130 families and directly advising on over £150m part on a discretionary basis and part on an advised.
A 3 adviser business with 7 in the support team.
Would prefer a business which can either be merged into their existing admin site in Peterborough, or easily managed as a shop front in its current site with administration carried out at head office.
Preference would be look at purchases where the existing team are happy to stay for at least 2 years to perform the hand over.
Looking at businesses where the owners would like to work for longer.
For more information please call 01765 698 699 and quote the reference number 177583
Up front budget: £300,000
Current turn over circa: £5,000,000
Cash offer: Up to 3.5x recurring revenue
Established since: 2005
Locations: East Midlands
Additional Notes: Founded in the early noughties the vision was to build a wealth-oriented financial planning advisory firm based on ongoing, long term relationships with its investor clients. As of January 2019, with over £600 million of client assets, a figure which keeps growing year on year, this successful business is looking to keep building on those foundations.
With almost 25 financial advisers, this regional practice is able to effectively service most clients across the East Midlands.
For more information please call 01765 698 699 and quote the reference number 177941
Up front budget: £500,000
Current turn over circa: £1,000,000
Cash offer: 4x paid over 24 months
Established since: 2013
Locations: East Midlands
Additional Notes: My client started their Wealth Management business a few years ago and has gone from strength to strength building up their FUM to over £100 mill. They are currently in the process of acquiring a business, which will grow the firm to over £150m in FUM.
What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition. They ease the clients in, letting them get to know their business and making sure that they are comfortable with them. Fee based charging structure and cashflow modelling as standard. Members of the team are recognized masters of life planning and registered life planners by the Kinder Institute of Life Planning.
They want a seller to be on hand to help the process, warmly introducing them to your clients and be on hand to help provide guidance whenever necessary so you can help them to know your clients as well as you do.
For more information please call 01765 698 699 and quote the reference number 177550
Up front budget: £ 300,000
Current turn over circa: £ 500,000
Cash offer: Up to 4x recurring revenue.
Established since: 2012
Locations: Staffordshire
Additional Notes: - Provides full financial planning service including cashflow-modelling using Voyant.
- Invested in the best technology to create an efficient, well driven process and the perfect process to on board clients.
- More than £300,000 liquid cash to invest.
- Industry presence for over 25 years.
For more information please call 01765 698 699 and quote the reference number 177396
Up front budget: £ 500,000
Current turn over circa: £ 1,000,000
Cash offer: 3.5x recurring income
Established since: 2000
Locations: Staffordshire
Additional Notes: - Will buy shares
- will retain staff
- Will keep charging strucutre and providers the same.
For more information please call 01765 698 699 and quote the reference number 177395
Up front budget: £ 500,000
Current turn over circa: £ 600,000
Cash offer: 4x 60/20/20
Established since: 2010
Locations: East Midlands
Additional Notes: This experienced acquirer can provide a bespoke exit strategy with client retention at the heart of the process and consideration paid in as short as 12 months
For more information please call 01765 698 699 and quote the reference number 177376
Up front budget: £ 100,000
Current turn over circa: £ 200,000
Cash offer: 4x 50 25 25
Established since: 2010
Locations: Nottinghamshire
Additional Notes: Unique opportunity for a retiring ifa to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition
For more information please call 01765 698 699 and quote the reference number 177095
Up front budget: 1000000
Current turn over circa: undefined
Cash offer: 4x recurring revneue or 5x EBITDA. Up to 60% upfront. Deal Strcutured over 18 months.
Established since: 2015
Locations: Nottinghamshire
Additional Notes: £3 billion FUM looking to grow via acquisition of quality firms. Happy to keep on the proprietor to work with the buisness. Happy to retain staff and premises but a preference would be to move into one of their existing offices.
Not interested in rocking the boat; no increase in client charge, no migration of investment proposition. Focus on absolute continuity within the business.
Will buy the shares or goodwill and assets of a business.
As the financial services industry continues to evolve, many companies are looking to expand their offerings and grow their client base. One way to achieve this is through strategic acquisitions, and several companies are now actively seeking to buy pre-vetted Independent Financial Adviser (IFA) practices or wealth management companies.
If you are an IFA practice owner or a wealth management company looking to sell, this could be a unique opportunity to take your business to new heights. Here are some compelling reasons why you should consider partnering with one of these companies:
Access to Resources and Expertise: Our research shows that joining forces with an established financial services company, you can gain access to a wide range of resources and expertise that can help you scale your business. These companies often have a strong infrastructure in place, including advanced technology platforms, compliance and regulatory support, marketing and branding capabilities, and access to a broader network of clients and investors. This can enable you to enhance your service offerings, streamline your operations, and tap into new markets, ultimately driving growth and profitability.
Preserving Your Legacy: As an IFA practice owner or wealth management company, you have likely built a successful business based on your expertise, experience, and relationships with clients. Selling your practice or company to a pre-vetted buyer can ensure that your legacy is preserved and your clients continue to receive high-quality service. These companies are often committed to maintaining the values, culture, and brand reputation of the businesses they acquire, ensuring a smooth transition for your clients and employees.
Mitigating Risks: Selling your IFA practice or wealth management company to a pre-vetted buyer can also help you mitigate risks associated with market volatility, regulatory changes, and succession planning. These companies typically have a robust risk management framework in place, including compliance and regulatory expertise, which can help you navigate any potential challenges or uncertainties in the financial services landscape. This can provide you with peace of mind and confidence in the future sustainability of your business.
Unlocking Value: Drawing from our experience joining forces with a pre-vetted buyer can also help you unlock value from your IFA practice or wealth management company. These companies often have access to capital, which can be used to invest in your business, drive growth, and maximize the value of your investment. Additionally, by leveraging their expertise in operations, marketing, and client acquisition, these buyers can help you optimize your business processes and increase your revenue potential, ultimately enhancing the overall value of your practice or company.
Opportunities for Growth: Partnering with a pre-vetted buyer can open up new opportunities for growth and expansion. These companies often have a broader geographical reach, a diverse client base, and a wider range of product and service offerings, which can help you tap into new markets, attract new clients, and diversify your revenue streams. This can accelerate your growth trajectory and position your business for long-term success in a competitive market.
If you are an IFA practice owner or a wealth management company looking to sell, partnering with a pre-vetted buyer can offer a compelling opportunity to take your business to the next level. With access to resources, expertise, risk management, and growth opportunities, you can preserve your legacy, unlock value, and mitigate risks associated with market volatility and regulatory changes. So, if you are ready to embark on a new chapter of growth and success, consider exploring the options of selling your business to one of these reputable companies. Take the first step towards a brighter future for your IFA practice or wealth management company today!
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
