Acquirer Offering up to 4x with a Focus on Continuity and Long-Term Value

Up front budget: £1,200,000

Current turn over circa: £100,000

Cash offer: 4x

Established since: 2022

Locations: West Midlands

Additional Notes: This opportunity to leverage a premium at 4x RI along with an experienced acquirer who has previously built and exited their own IFA firm and is now looking to acquire a Direct Authorisation (DA) business as a platform for future growth.

A key focus is on continuity, with a commitment to retaining support staff, maintaining your existing client proposition, and ensuring minimal disruption to clients. A flexible 18–24 month handover period is envisaged, allowing for a smooth transition while you realise full value from the sale. This supports a straightforward and efficient integration.

There is also an understanding around the importance of securing deferred consideration, with openness to structures that provide comfort around future payments.

For more information please call 01765 698 699 and quote the reference number 181494 ask for Oliver Macer