Up front budget: £450,000
Current turn over circa: £2,000,000
Cash offer: 4.5 x 60/20/20
Established since: 2003
Locations: Cheshire
Additional Notes:
- Premium paid for those firms with portfolios >£300k
- 60% on completion as standard
For more information please call 01765 698 699 and quote the reference number 180849
Up front budget: £250,000
Current turn over circa: £250,000
Cash offer: 4.5x 60/20/20 Share Purchase
Established since: 2020
Locations: Cheshire
Additional Notes:
Firms with the following profile will attract a premium in excess of 4x recurring revenue
- No Db Transfer business / Equity Release
- No claims ongoing or upheld
- Principal & Staff willing to stay on for min 24 months
For more information please call 01765 698 699 and quote the reference number 91475
Up front budget: £250,000
Current turn over circa: £2,000,000
Cash offer: 50/25/25 4x
Established since: 2009
Locations: Cheshire
Additional Notes:
- Chartered Business
- 5 Previous Successful Acquisitions
- Internal Capital for Acquisition
For more information please call 01765 698 699 and quote the reference number 180459
Up front budget: £500,000
Current turn over circa: £10,000,000
Cash offer: 4.25 x recurring 60% deposit
Established since: 2006
Locations: Manchester
Additional Notes:
- Experienced Planning Team of 23 Advisors
- Capacity to ensure seamless integration of clients
- Minimal change to Investment Proposition
- 6 successful acquisitions of Retiring IFAs with retention
- rates of 98%
- Share or Asset Purchase
For more information please call 01765 698 699 and quote the reference number 180408
Up front budget: £550,000
Current turn over circa: £2,000,000
Cash offer: 4x 65/20/15
Established since: 2005
Locations: Lancashire
Locations: Manchester
Additional Notes:
-Vouched For Top Rated Firm in 2022
-Experienced Pensions & Investments Advisory Team
-Capital Reserves to Acquire now
-Minimal change to proposition/charging structure
-Track record of successful acquisition and integration
-Premiums offered for firms with HNW clients. > £500k
For more information please call 01765 698 699 and quote the reference number 180311
Up front budget: £7,500,000
Current turn over circa: £3,500,000
Cash offer: Up to 4.5x Recurring Revenue
Established since: 2016
Locations: Greater Manchester
Additional Notes: With an average client portfolio above £1m, you can be sure your HNW clients are being looked after by experienced advisers.
Premiums will be paid for businesses with average portfolio sizes per-household above £700k.
For more information please call 01765 698 699 and quote the reference number 180184
Up front budget: £10,000,000
Current turn over circa: £18,000,000
Cash offer: 5x Recurring Share Purchase to 10x EBITDA
Established since: 2015
Locations: Lancashire
Additional Notes: -£50m acquisition fund
-£6.5 billion FUM looking to grow via acquisition of
quality Lancashire & Cheshire firms.
-Happy to keep on the proprietor/staff/premises to work
with the business.
-Not interested in rocking the boat; no increase in client
charge, no migration of investment proposition. Focus
on absolute continuity within the business.
-This business has paid 5x recurring for acquisitions in
2023 and 2023 with as much as 70% on day one
-Bespoke structures for hub businesses with upside
-Locations
Manchester Stockport Oldham Chester Bolton Wigan
Warrington Liverpool Lancaster Crewe
For more information please call 01765 698 699 and quote the reference number 180169
Up front budget: £1,000,000
Current turn over circa: £1,500,000
Cash offer: 4.5x
Established since: 2014
Locations: Lancashire
Locations: Manchester
Additional Notes: Local IFA looking to integrate another practice, offering up to 4.5x recurring revenue. Firm has been developed with the client in mind.
The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition, in previous acquisitions the client retention rate is 98%.
For more information please call 01765 698 699 and quote the reference number 179814
Up front budget: £700,000
Current turn over circa: £1,500,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2009
Locations: Cumbria
Locations: Carlisle
Additional Notes: With previous experience in acquisitions and high retention rates, you can be sure your clients will be well looked after in this long-established firm.
Capacity within the business to ensure continuity of high levels of client service.
For more information please call 01765 698 699 and quote the reference number 179954
Up front budget: £400,000
Current turn over circa: £200,000
Cash offer: Up to 4x Recurring Income
Established since: 2003
Locations: Cumbria
Locations: Carlisle
Additional Notes: Being the top performer within the 400+ member network, this IFA has a proven track record of providing outstanding financial advice.
For more information please call 01765 698 699 and quote the reference number 179933
Up front budget: £1,500,000
Current turn over circa: £2,000,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2005
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: Award-winning, independent IFA.
Having been established for 17 years with capacity, this practice has grown well and is now turning over £2,000,000 and is looking at further grwoth through acquisition.
For more information please call 01765 698 699 and quote the reference number 179856
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 4x Recurring Revenue
Established since:
Additional Notes: My business has been established for Over 10 years, considering expansion via acquisition
For more information please call 01765 698 699 and quote the reference number 179807
Up front budget: £200,000
Current turn over circa: £300,000
Cash offer: 60/20/20
Established since: 2011
Locations: Lancashire
Locations: Preston
Additional Notes: Client Banks with average households of £300k plus will attract a premium.
This growing business has the capacity and previous acquisition experience to ensure the highest levels of client service on a face to face basis.
For more information please call 01765 698 699 and quote the reference number 179747
Up front budget: £600,000
Current turn over circa: £600,000
Cash offer: Up to 4x Recurring Income
Established since: 2007
Locations: Cheshire
Locations: Chester
Additional Notes: The Practice is happy to pay up to 70% of total consideration on day one, largely de-risking the Retiring Principals from subsequent payments.
The Practice is happy to retain the Principal and/or members of staff as part of the acquisition.
They have completed two successful acquisitons previsouly so are experienced in the process.
For more information please call 01765 698 699 and quote the reference number 179521
Up front budget: £1,000,000
Current turn over circa: £6,000,000
Cash offer: 50/50 12months to 4x
Established since: 1990
Locations: Tyne and Wear
Additional Notes: Firms with average ongoing charge no more than 0.8 and average household portfolios of £250k plus will attract a premium from this experienced acquirer
For more information please call 01765 698 699 and quote the reference number 179334
Up front budget: £10,000,000
Current turn over circa: £10,000,000
Cash offer: Up to 4x recurring income
Established since:
Locations: East Midlands
Additional Notes: - Will buy the shares
- Preference is to buy the business of retiring individuals
- Will let the retiring person meet the adviser that will be taking over to gain comfort
- Completed close to 10 deals always paying what the selling party was expecting.
For more information please call 01765 698 699 and quote the reference number 179210
Up front budget: £300,000
Current turn over circa: £350,000
Cash offer: 4x 60/20/20
Established since: 2007
Locations: Merseyside
Locations: Liverpool
Additional Notes: Premiums will be offered to companies with average households in excess of £250k. This family business has long term growth plans which would ideally involve a principal working with them over a number of years and providing a gradual handover of client relationships.
For more information please call 01765 698 699 and quote the reference number 179030
Up front budget: £300,000
Current turn over circa: £200,000
Cash offer: Up to 4x recurring income for the right firm
Established since: 2015
Locations: Blackburn
Additional Notes: Established approximately 5 years ago.
Smalls business with a brilliant whole of market proposition and solid investment panel.
Flexible payment terms for the right business where the deal can be considerably front loaded.
For more information please call 01765 698 699 and quote the reference number 178974
Up front budget: £2,000,000
Current turn over circa: £4,000,000
Cash offer: 3.5x to 4x
Established since: 2009
Locations: Cheshire,Lancashire
Additional Notes: Having bought successfully 12 times before with over half of the retired principles remaining clients of the business themselves. This acquirer is doing things in the right way.
Completely focused on giving the clients the best possible service. Offering face to face meetings in some cases quarterly. All advisers are backed by support staff in a ratio of 3:1 to make sure that all clients are dealt with the same day.
Very process driven and efficient with clients supported by a full team, multiple contacts and contact points so that there is always someone available. Staff are all employed and focused on quality of service as opposed to just new business generation.
They have a range of offerings from quarterly meetings for high net-worth, more complex clients to an offering for clients with very small portfolios (which a number of larger businesses would no longer be able to effectively service).
A top 20 firm within network of over 1400 regulated firms. Grown to almost 500mill FUM in 10 years.
Able to offer an ongoing role for a principle and staff. All advisers work from home.
Ideal business has a lower average client charge of 0.6 or below. To this business they would look to add significant client value by adding in new services but also by reducing the TER due to significant platform discounts afforded the network and the firm i.e. the clients would not be paying anymore but would have an increased service level. They would not rock the boat in regards to clients fees within the deal period.
Advisers cover all across the North West and a business in the area of the North West within 50 miles of the cities of Chester, Liverpool, Manchester, Warrington, Bolton, Preston, Blackpool, Stoke or Wrexham would be of great interest and able to secure a top valuation.
For more information please call 01765 698 699 and quote the reference number 178368
Up front budget: £600,000
Current turn over circa: £2,000,000
Cash offer: 4x 50/25/25
Established since: 2002
Locations: Greater Manchester
Additional Notes: This chartered independent financial advisory firm has completed 3 acquisitions with excellent retention levels. Businesses which have recurring revenue in the region of £60k to £250k and average portfolios north of £250k are of particular interest
For more information please call 01765 698 699 and quote the reference number 178882
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
