Chartered and Multi-Award Winning South Wales / Gloucester Based IFA Practice Offering a Unique Sell and Stay Option To Principles Wishing to Continue Working

Up front budget: £5,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 7x EBITDA

Established since: 2001

Locations: Gloucestershire

Additional Notes:
Chartered and Multi-Award Winning South Wales / Gloucester Based IFA Practice Offering a Unique Sell and Stay Option To Principles Wishing to Continue Working

Advisers are supported through a 3:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region (all either fellows or chartered), this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to twelve new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered level.

The approach to acquisitions is a that of minimal change with your current fee structure, staff base and even brand to be kept the same for at least a two year period. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.


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