Up front budget: £300,000
Current turn over circa: £200,000
Cash offer: up to 4x recurring income
Established since: 2005
Locations: Kent
Locations: Tonbridge
Additional Notes: Will keep on the staff in the business as well as the principle.
Will maintain the investment proposition initially, seeking to maximise client retention.
For more information please call 01765 698 699 and quote the reference number 180027
Up front budget: £2,000,000
Current turn over circa: £1,400,000
Cash offer: Up to and above 4x Recurring Income
Established since: 1998
Locations: Greater London
Locations: London
Additional Notes: Happy to retain all members of staff within the business, including the principle during a paid handover.
Won't alter the investment proposition unless it saves the client money, using state of the art technology to increase efficiency.
For more information please call 01765 698 699 and quote the reference number 179975
Up front budget: £250,000
Current turn over circa: £250,000
Cash offer: Up to 4x Recurring Income
Established since: 2002
Locations: Surrey
Locations: Kingston upon Thames
Additional Notes: This practice has acquired twice previously, with client retention rates above 95%.
Having been estab;ished for over 20 years, you can be sure your clients will be in safe hands.
For more information please call 01765 698 699 and quote the reference number 179919
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: 60/20/20
Established since: 2000
Locations: Cambridgeshire
Locations: Cambridge
Additional Notes: This firm is offering up to 4.5x recurring income, which is actually 1-1.5x more than what we sold local competitor businesses for this year.
Practices from £10m-£100m Funds Under Management
Principles who wish to remain and grow the business are preferred but not essential
For more information please call 01765 698 699 and quote the reference number 179869
Up front budget: £500,000
Current turn over circa: £1,600,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2018
Locations: North Yorkshire
Locations: Otley
Additional Notes: This buyer has acquired several times previously and so is experienced in the process and won't waste anyone's time.
Will pay a premium for practices between £10-£40m FUM with average portfolios above £300k.
For more information please call 01765 698 699 and quote the reference number 179768
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: 60/20/20
Established since: 2000
Locations: Surrey
Locations: Guildford
Additional Notes: A premium offer will be available to Practices offering:
. Located in Surrey
. Practices from £10m-£50m Funds under Management
. Principles who wish to remain and grow the business are preferred but not essential
For more information please call 01765 698 699 and quote the reference number 179813
Up front budget: £7,000,000
Current turn over circa: £22,000,000
Cash offer: Up to 10x EBITDA
Established since: 1998
Locations: Kent/West Sussex
Additional Notes:
- The Practice looking at an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion.
- An acquisition will keep the premise, staff and brand with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business for 2+ years to ensure the maximisation of value as well as complete succession planning.
- The current model this business adopts is a pure advisory focused one, with each adviser receiving 1:1 support from paraplanners, personal assistances and admin support.
For more information please call 01765 698 699 and quote the reference number 179766
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
Up front budget: £250,000
Current turn over circa: £800,000
Cash offer: Up To 1.4x (50%)
Established since: 1999
Locations: Greater London
Locations: Croydon
Additional Notes: 4 Successful previous acquisitions previously boasting great retention rates (95%+)
ACCA approved employer
My client is not the typical accountant, not someone that will sit and explain in a way clients understand, they can ask whatever they want to. Being more a consultant that gives you the whole servicing opportunity proposition.
Staff will benefit from a very friendly team, everyone gets along, very sociable with a team orientated spirit, if existing staff want to learn, my client can give as much training backing as needed.
Friendly, enthusiastic and hard working principle ensuring the highest possible client retention and servicing possible.
For more information please call 01765 698 699 and quote the reference number 179651
Up front budget: £2,000,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.75x Recurring Income
Established since: 1992
Locations: Kent
Additional Notes:
Kent Based Acquirer Paying up to 3.75x Recurring Income With a Stella Track Record of 4 Local Acquisitions
- The firm has 5 offices and 20 Advisers around Kent, Essex, East Sussex and South London providing very good coverage for all clients in the region
- The Practice has bought out 4 Previous IFA's and so far have paid out 100% of what was promised and retained all staff in the previous businesses
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Housing assets between £20m-£110m FUM
. Firms in the Kent, East Sussex, Romford, Bromley Essex, Canterbury and Surrounding Areas
For more information please call 01765 698 699 and quote the reference number 179618
Up front budget: £3,000,000
Current turn over circa: £1,000,000
Cash offer: 3.5-3.8x Recurring Income
Established since: 2010
Locations: Herefordshire
Additional Notes:
IFA Buying Party Wishing to Retain the Principal, The Brand and Staff Paying up to 3.5-3.8x Recurring Income
- The party currently have cash of over £3m and able to get to a valuation of 3.5-3.8x Recurring Income for the Right Party
- The firm wishes to retain the Principal for at least two year and is very happy to keep the staff, operations and brand in place.
For more information please call 01765 698 699 and quote the reference number 179477
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: 3.5-4x Recurring Income
Established since: 2004
Locations: Surrey
Additional Notes:
- The last three businesses transitioned by the firm, no clients were lost. The success stems largely from the fact the platforms and advisory portfolios remain unchanged, providing maximum continuity for the clients and ensuring you receive maximum value for the business.
- The firm has a holistic offering to High-Net-Worth Individuals and Business owners offering; Shareholder protection, key man protection, group protection schemes, SSAS and SIPP work, VCT, EIS, My cap, WPA, Loan trusts ect. in addition to financial planning.
- The practices also specialises in Corporate Clients with company pension schemes.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Housing assets between £20m-£110m FUM
. Firms in the Surrey and South London area
For more information please call 01765 698 699 and quote the reference number 179473
Up front budget: £7,000,000
Current turn over circa: £20,000,000
Cash offer: Up to 4.75x Recurring Income
Established since: 1992
Locations: Essex and East Anglia
Additional Notes:
Wealth Management Firm Paying Up to 4.75x Recurring Income, Offering a £100,000 Salary for a Handover While Offering Positions for all Staff in your Practice
• The firm paid 4.5 and 4.75x Recurring Income for two businesses purchased in 2021 (both asset sales). The seller's current investment proposition and client portfolio remain exactly the same (and will do for a further 12 months) to ensure all clients transition. All staff in both businesses were offered a position, with over half of them receiving a pay rise.
• The firm will pay a salary of £100,000 over two years for you to remain in the business as a Client Relationship Manager, helping with the client transition and to make certain all clients sign up with the firm.
• The offering is very unusual in the way that once a short initial period has passed and the clients have signed up to the firm, you have no more clawback in the deal and all future payments are guaranteed. Very few purchasers offer this as it means if a client leaves beyond this period you will still get 100% of the value of the business.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Share purchase or Asset purchase option
. AUA Between £30m - £275m FUM
For more information please call 01765 698 699 and quote the reference number 179505
Up front budget: £1,200,000
Current turn over circa: £1,000,000
Cash offer: Up to 4x recurring income
Established since: 2016
Locations: Surrey
Locations: Kingston upon Thames
Additional Notes: This buyer is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.
Will maintain investment proposition for up to 2 years.
With an expanding, ambitious business with 5 fully qualified chartered advisors, you can be assured that your clients will be very well looked after by the Director and his support team.
Handover period of up to 2 years welcome as well as the flexibility of employment of further staff in the business.
They would be able to pay a premium of over 4x recurring revenue for average portfolios of above £200k and average ages in the early 50s.
For more information please call 01765 698 699 and quote the reference number 179458
Up front budget: £1,400,000
Current turn over circa: £4,000,000
Cash offer: Up to 4x Recurring Income
Established since: 1998
Locations: Hertfordshire
Additional Notes:
- The firm has cash within the business to be able to pay 3.5-4x Recurring Income for the Right Practice over a two year period
- All advisers on board are Chartered and some Award Winning. The team are all are advocates of a tailored approach to both the execution of advice and the delivery standard. The Practice has a deep founded face to face model with Advisers all of Hertfordshire, Essex and London.
- For larger practices, there will be a place for staff members and retention of local offices maximin client continuity and thus retention of clients.
A premium offer will be available to Practices of the following profile:
. Located in Hertfordshire, Essex and St Albans area.
. Share purchase or Asset purchase option
. AUA Between £30m - £130m FUM
For more information please call 01765 698 699 and quote the reference number 179474
Up front budget: £400,000
Current turn over circa: £500,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2005
Locations: East Surrey
Additional Notes:
. Clients handed over to the businesses will be managed personally by the Principal of the businesses who has over 20 years of experience managing High-Net-Worth Clients
. The current fee rate and investment proposition will remain the same for at least 2 years, ensuring a smooth client handover
For more information please call 01765 698 699 and quote the reference number 179467
Up front budget: £8,000,000
Current turn over circa: £45,000,000
Cash offer: 8x Adjusted EBITDA
Established since: 2002
Locations: Hertfordshire
Additional Notes:
Hertfordshire & Cambridge Based Purchaser with over £10m to Spend on the Right Practice Offering 8x Adjusted EBITDA
- The firm will pay up to 8x Adjust EBITDA and will also look at offering on the basis of percentage of Funds Under Management
- The firm is happy to continue running clients on the same platform/charging structure for the first 18-24 months post acquisition to ensure maximum retention of clients
- The firm is offering Principles to remain in the business 1-5 years to manage the clients or start a new venture within the larger group
A premium offer will be available to Practices of the following profile:
. Located in Hertfordshire, Essex, Cambridge, Leicester, Northampton and Peterborough
. Share purchase or Asset purchase option
. AUA Between £30m - £800m FUM
For more information please call 01765 698 699 and quote the reference number 179376
Up front budget: £700,000
Current turn over circa: £3,500,000
Cash offer: 3.6-3.8x Recurring Income
Established since: 1986
Locations: South London
Additional Notes:
South London Based IFA with c.8 Advisers Offering Between 3.6-3.8x Recurring Income Looking for a 1-2 Adviser Practice to Merge With
- The firm has 4-5 advisers who would be taking on new clients with clients matched to the most appropriate advisers
- The firm is offering Principles to remain in the business 1-2 years to bed in the clients on a salaried basis
- No changes to the fee structure/investment model to be made in the first few years
For more information please call 01765 698 699 and quote the reference number 179368
Up front budget: £700,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2007
Locations: Essex
Additional Notes:
Essex Based Purchaser With a Successful Track Record of Local Acquisition Happy to Maintain both Platform and Charging Structure for a 2 year Period
- The Practice is happy to continue running clients on the same platform/charging structure for the first 18-24 months post acquisition to ensure maximum retention of clients.
- The firm has c.15 Advisers around Essex, Norfolk, London and South London ensuring all clients that need to can be seen face to face by mainly Chartered, experienced advisers.
- The firm has an all advisory investment proposition offering both passive, active and ethical solutions with a very competitive charging structure.
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in Chelmsford, Romford, Enfield, Colchester, Hertfordshire area
. AUA Between £10-100m FUM
For more information please call 01765 698 699 and quote the reference number 179267
Up front budget: £12,000,000
Current turn over circa: £8,000,000
Cash offer: Up to 3.75x Recurring Income
Established since: 1988
Locations: Sussex
Additional Notes:
Sussex Based Privately Owned IFA Purchaser Paying up to 70% of Consideration on Day One, Offering the Principal(s) to remain in a Salaried Role Post Acquisition
- The Practice is happy to pay up to 70% of total consideration on day one, largely de-risking the Retiring Principals from subsequent payments
- The Practice is happy to continue running clients on the same platform/Investment Management solution for the first 18-24 months post-acquisition to ensure maximum retention of clients
- Generous salaried position for 1-5 years purely managing the clients OR retirement sale if preferred (more details on request)
A premium offer will be available to Practices of the following profile:
. Located in Sussex, Portsmouth, Southampton, Kent, Redhill and the Surrounding area
. Share purchase or Asset purchase option
. Assets under advice Between £30m - £800m FUM
For more information please call 01765 698 699 and quote the reference number 178580
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
