Up front budget: £500,000

Current turn over circa: £1,000,000

Cash offer: 4x

Established since: 2004

Locations: South Yorkshire

Additional Notes: This buyer offers strong credibility and a reassuring track record, having completed three previous acquisitions while retaining the vast majority of clients. They are focused on firms with a similar client-first ethos and fee structure, helping ensure a smooth cultural fit and continuity of service. With over 20 years in financial services and leadership that understands both advice and operations, they prioritise preserving what already works well within a firm.

Financially, they are in a solid position to proceed, with partners willing to invest their own capital and up to £500k readily available, alongside potential lending for the right opportunity. Their focus is on smaller, quality firms where they can dedicate proper time to integration rather than rushing the process. This measured approach typically supports stronger client retention and gives sellers confidence that their clients will be well looked after.

They are also open to retaining existing advisers and support staff, recognising the importance of continuity for clients. With established back-office infrastructure and a passive investment proposition on Transact, they can offer a seamless transition of portfolios. Geographically, they are flexible across Derbyshire and Yorkshire and committed to face-to-face service, reinforcing a bespoke approach that aligns closely with what most sellers want for their clients post-sale.

For more information please call 01765 698 699 and quote the reference number 181443 ask for Byron Snaith