Up front budget: £600,000
Current turn over circa: £600,000
Cash offer: Up to 4x RI
Established since: 2008
Additional Notes: With coverage throughout south and west Wales, your clients will have their face-to-face service continued.
Will take on low-value clients.
For more information please call 01765 698 699 and quote the reference number 179632
Up front budget: £2,000,000
Current turn over circa: £7,000,000
Cash offer: 4x
Established since: 2010
Locations: Bristol
Locations: Bristol
Additional Notes: A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above 3500,000
. AUA Between £20m - £150m
For more information please call 01765 698 699 and quote the reference number 180690
Up front budget: £1,000,000
Current turn over circa: £800,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2002
Additional Notes: With coverage throughout the South-West and a proposition for everyone, a quality service can be provided for all cluents.
For more information please call 01765 698 699 and quote the reference number 180675
Up front budget: £1,000,000
Current turn over circa: £2,500,000
Cash offer: Up to 4.3x Recurring Revenue
Established since: 2009
Locations: Dorset
Additional Notes: Having acquired 7 times previously, you can be certain that you and your clients will be in safe hands by chartered advisors.
For more information please call 01765 698 699 and quote the reference number 180440
Up front budget: £200,000
Current turn over circa: £600,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2017
Locations: Devon
Locations: Exeter
Additional Notes: Would look for the principle to remain within the business, seeking to maximise client retention.
Premiums will be paid for firms below £20m FUM, with average portfolio sizes per-household above £250k.
For more information please call 01765 698 699 and quote the reference number 180070
Up front budget: £500,000
Current turn over circa: £750,000
Cash offer: Up to 4x Recurring Revenue
Established since: 1982
Locations: Devon
Locations: Exeter
Additional Notes: Having acquired twice previously with 100% client retention in the latest acquisition, you can be sure your clients are in safe hands and you will receive the maximum payment.
Established over 40 years ago, this firm have a strong track record of client satisfaction.
For more information please call 01765 698 699 and quote the reference number 180047
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: Up to 4x Recurring Income
Established since: 2007
Locations: Somerset
Locations: Bristol
Additional Notes: Having acquired 5 times previously, you can be sure you are in safe hands with an experienced acquirer.
Premiums paid for average potfolios above £350k per household.
For more information please call 01765 698 699 and quote the reference number 180033
Up front budget: £500,000
Current turn over circa: £0
Cash offer: Over 4x Recurring Revenue
Established since: 2021
Locations: Devon
Locations: Exeter
Additional Notes: Happy to retain the premises and staff of all levels within the business.
Won't look to alter the investment proposition, keeping continuation for the clients.
For more information please call 01765 698 699 and quote the reference number 180018
Up front budget: £1,000,000
Current turn over circa: £5,000,000
Cash offer: 1000000
Established since: 2000
Locations: Cardiff
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 179989
Up front budget: £1,200,000
Current turn over circa: £1,000,000
Cash offer: Up to 4x Recurring Income
Established since: 2016
Locations: Surrey
Locations: Guildford
Additional Notes: This buyer is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.
Will maintain investment proposition for up to 2 years.
With an expanding, ambitious business with 5 fully qualified chartered advisors, you can be assured that your clients will be very well looked after by the Director and his support team.
Handover period of up to 2 years welcome as well as the flexibility of employment of further staff in the business.
They would be able to pay a premium of over 4x recurring revenue for average portfolios of above £200k and average ages in the early 50s.
For more information please call 01765 698 699 and quote the reference number 179912
Up front budget: £12,000,000
Current turn over circa: £23,000,000
Cash offer: Up to 9x EBITDA
Established since: 2015
Locations: Devon/Cornwall
Additional Notes:
- 80% of Consideration will be paid in the first 12 months significantly de-risking the transaction
- For the right business, the firm will look to pay up to 9x EBITDA / 4-4.5x Recurring Income
- The Purchaser will Retain the brand for at least the first year, preserving the local touch of your firm thus aiding with the transition
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Housing assets between £80m-£500m FUM
. Firms in the Cornwall, Plymouth, Exeter, Taunton, Truro, Torquay and the Surrounding Areas
For more information please call 01765 698 699 and quote the reference number 179880
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up To 3.75x Recurring Income - Share Sale
Established since: 2013
Locations: West Glamorgan
Locations: Cardiff
Additional Notes: The firm has taken on board 4 IFA Practices in the last 15 years, on the three most recent acquisition no clients were lost and the owners received more than 100% of the original value of the business.
A premium offer will be available to the following:
. Located in Cardiff
. Practices from £10m-50m Funds under Management
. Principles 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 179852
Up front budget: £500,000
Current turn over circa: £100,000
Cash offer: Up to 4x Recurring Income
Established since: 2021
Locations: Hertfordshire
Locations: St Albans
Additional Notes: Have acquired a practice previously, meaning this purchaser is comfortable with the process and have proven they are a serious acquirer, with strong ambitions for the future.
Happy to keep the principle on for 1-2 years to assist in the integration of clients, with flexibility to remain even longer.
A number of chartered advisors meaning your clients will have flexibility with a qualified proffesional.
For more information please call 01765 698 699 and quote the reference number 179354
Up front budget: £200,000
Current turn over circa: £400,000
Cash offer: Up to 4x Recurring Income
Established since: 2019
Locations: Monmouthshire
Locations: Newport
Additional Notes: With 17 years of experience, growth to £400k turnover and strong ambitions for the next 30 years, your clients will be in strong hands.
The practice is happy to keep the same investment proposition for the first 12 months, ensuring maximum retention of clients.
A client-focused IFA, they will ensure that each client is brought onboard smoothly and will take the time to understand each of their needs.
For more information please call 01765 698 699 and quote the reference number 179471
Up front budget: £750,000
Current turn over circa: £1,200,000
Cash offer: 4.3x recurring revenue
Established since: 2010
Additional Notes: This firm is offering over 4x recurring revenue for a south wales based IFA. This is actually 1x more than the average for a quality IFA firm in the region.
This firm has completed on 3 acquisitions in the past only losing one client across them all. Thus, they have a proven track record of successfully integrating client and maintaining strong client relationships.
They have paid in full in every acquisition they have completed on which means it's a very safe pair of hands to take on your life's work and realising every pound, shilling and pence of value in the business.
For more information please call 01765 698 699 and quote the reference number 179209
Up front budget: £5,000,000
Current turn over circa: £3,000,000
Cash offer: up to 4.5x recurring income
Established since: 2001
Additional Notes: Outstanding regional IFA which is highly experienced in acquiring seeking another high quality firm with a war-chest of over £5m
This firm is offering up to 4.5x recurring income, which is actually 1-1.5x more than what we sold local competitor businesses for this year.
They have completed on 12 acquisitions achieving on average over 95% client retention rate. Therefore, you can be confident that your clients will be happy with the level of service they will receive. Resultantly, this firm has paid in full for every business they have bought, meaning it is highly likely you will receive every pound, shilling and pence for your firm.
A premium price will be offered to those firms who:
- have an average client portfolio size of over £100,000
- Charge their clients between 0.35%-1%
- Are South West based
For more information please call 01765 698 699 and quote the reference number 179192
Up front budget: £1,500,000
Current turn over circa: £2,000,000
Cash offer: 4x 50/25/25
Established since: 2010
Additional Notes: Local IFA offering to retain staff and principal housing over £200m of clients assets seeking their second successful business integration.
This firm is offering up to 4x recurring revenue with 50% of total consideration being paid upfront and two deferred instalments over the course of 24 months.
This firm has successfully integrated two practicea boasting 100% client retention. Resultantly, all principles have been paid in full meaning that it is a very safe pair of hands to pass on your life's work to.
For more information please call 01765 698 699 and quote the reference number 179188
Up front budget: £1,500,000
Current turn over circa: £3,500,000
Cash offer: Up to 4x recurring revenue
Established since:
Additional Notes: Boutique Wealth Management Firm With an All Chartered Adviser Team Offering a Consultancy Position to Retiring Practice Owners
- Position for the principal to take on a consultancy/advisory role within the new firm
- The business is looking to take on good quality staff members to maximize continuity in any transition
- Demonstrable, previous success in integrating Practices where client retention has been upward of 97% with principals paid out in full
A Premium offer will be available to Practices of the following profile:
. Located in the Bath, Bristol, Salisbury and the surrounding area
. Average client size of £200,000 or more
. Funds under management between £20-£150m FUM
For more information please call 01765 698 699 and quote the reference number 178905
Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: 4.5x Recurring Revenue
Established since:
Additional Notes: Local IFA housing over £200m FUM seeking their tenth successful business integration achieving 95% client retention on average
This firm is offering up to 4.5 recurring revenue with 60% of the total consideration being paid upfront and two deferred elements over 24 months.
They have successfully integrated 9 IFA practices paying the principals in full and offering the opportunity to speak to a past principal to understand their experience
For more information please call 01765 698 699 and quote the reference number 178887
Up front budget: £600,000
Current turn over circa: £1,500,000
Cash offer: 4x - 50/25/25
Established since:
Additional Notes: South West based IFA looking to integrate another business with a warchest of over £!m
This firm is offering 4 x recurring revenue for the right practice and offers to keep a high level of continuity.
For more information please call 01765 698 699 and quote the reference number 178837
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
