Hampshire IFA Looking to Acquire Local Firms

Up front budget: £500,000

Current turn over circa: £1,000,000

Cash offer: 3.5x RI

Established since: 2019

Locations: Hampshire

Additional Notes: This firm is open to retaining existing advisers, offering flexibility around the structure and timeline of an owner’s exit.

They have also retained staff on previous acquisitions, helping maintain continuity for clients and supporting a smoother transition.

They have an excellent track record with acquisitions, demonstrating strong client retention and a reliable earn out process. References can be provided from advisers they have acquired in the past to provide sellers greater confidence.

As an independent firm, they are able to accommodate existing investment propositions where appropriate, reducing disruption for clients during the transition period and lowering risk for the selling party.

For more information please call 01765 698 699 and quote the reference number 181499 ask for Toby Holbrey