High-Net Worth IFA Acquirer Paying 5-6% of Assets/ AUA for The Right Party

Up front budget: £12,000,000

Current turn over circa: £18,000,000

Cash offer: 5-6% Funds Under Management

Established since: 1994

Locations: Greater London

Additional Notes:
- The party are currently valuing selling parties on a basis of AUA which, depending on fee structure, can lead to recurring income multiples of 5x and above.

- The main goal in acquisition is to keep the total cost to clients the same as it was pre-acquisition while adding value through new services. Such approach generally leads to as close to 100% client retention as possible.

- The firm specialise in a face to face offering for High-Net worth IFA individuals who are mainly working professionals and business owners.

A premium offer will be available to a firm with the following profile;

- Average Client portfolio value above £3-400,000
- Firms with assets over £50m
- Principles who wish to remain engaged for c.2 years during a handover/integration

For more information please call 01765 698 699 and quote the reference number 179746