Up front budget: £6,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 3.75x Recurring Income
Established since:
Locations: Watford
Additional Notes:
North West London Purchaser With £6m in Cash to Spend on a Local Practice
- The Principal is able to offer flexible, non-market standard terms on deals and recently purchased an IFA client bank paying 100% upfornt.
- The acquisition plan is to maintain the staff base and the current operations of any Practice brought on board.
A premium offer will be available to Practices of the following profile:
. Located in North West London area
. Share purchase or Asset purchase option
. AUA Between £10-£120m FUM
For more information please call 01765 698 699 and quote the reference number 179189
Up front budget: £8,000,000
Current turn over circa: £6,500,000
Cash offer: Up to 9x EBITDA
Established since: 1997
Locations: London
Additional Notes:
London Based Purchaser Looking to Acquire a Firm in Central/South London Looking to Maintain the Brand, Staff and Premises
- Experienced Principals leading the business who have a demonstrable track record of success in onboarding IFA Practices
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in London/South London area
. AUA Between £80-£500m FUM
For more information please call 01765 698 699 and quote the reference number 179184
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.75x Recurring
Established since: 1998
Locations: Kent
Additional Notes:
Regional Buying Party With Large, Professional Offices in North Kent and Happy to Pay Up to 3.75x Recurring Revenue with 60% Upfront
- The clients review a newsletter every month and have 15-16 touch points per year with the company
- The firm is looking to take on a second office and any support staff in an acquisition
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in the Croydon, Bromley, Kent/Surrey Boarder
. AUA Between £20-£80m FUM
For more information please call 01765 698 699 and quote the reference number 179019
Up front budget: £800,000
Current turn over circa: £1,500,000
Cash offer: Up to 3.8x Recurring Income
Established since: 1996
Locations: Kent
Additional Notes:
Experienced, Kent Based Purchaser Paying up to 3.8x Recurring Income and Will Retain the Retiring Owner in a Salaried Client Relationship Position
- The Principal is looking to retain all staff in an acquisition, minimising disruption for all parties involved
- The buying party has purchased 7 Practices previously and has always paid owners on time and in full
- The buyer will provide a personnel guarantee against the deferred elements of the sale
A premium offer will be available to Practices of the following profile:
. Share or Asset Purchase Option
. Located in the Maidstone, Ashford, Dartford, Southend-on-Sea and the Surrounding area
. AUA Between £10-£60m FUM
For more information please call 01765 698 699 and quote the reference number 179153
Up front budget: £500,000
Current turn over circa: £300,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2011
Locations: Greater London
Additional Notes:
Award Winning, London Based IFA Housing Several Chartered Advisers with Capacity and Cash in the Business to Pay up to 3.8x Recurring Income
- The firm will honour the existing fees of any business purchase to ensure minimal change to the client and the least attrition as possible
- The firm have won numerous awards including the FT's IFA of the year with thousands in the shortlist
- The firm has several Chartered IFA's with the capacity to manage another 300-400 clients
A premium offer will be available to Practices of the following profile:
. Share or Asset Purchase Option
. Located in the South or East London area
. AUA Between £5-£60m FUM
For more information please call 01765 698 699 and quote the reference number 179039
Up front budget: £4,000,000
Current turn over circa: £12,000,000
Cash offer: 3.5-4.25x Recurring Revenue
Established since: 1997
Locations: Greater London
Additional Notes:
Privately Owned, IFA Purchaser Managing £1.5bn of High Net-Worth Clients Offering Between 3.5-4.25x Recurring Revenue
- The firm is privately owned by the staff and has acquired over 8 Practices with the most recent sellers receiving 100% or greater of the contractual value of the business
- Selling Principals have the ability to remain in the business managing client relationships or to be retained as a client introducer/relationship manager
A premium offer will be available to Practices of the following profile:
. Typical client £400,000 portfolio value or more (buyers typical client is £750,000)
. Located in the West or South London Area
. AUA Between £40-£300m FUM
For more information please call 01765 698 699 and quote the reference number 176962
Up front budget: £5,000,000
Current turn over circa: £6,500,000
Cash offer: Up to 3.5x Recurring Income
Established since: 2006
Locations: Hertfordshire
Additional Notes:
Unique IFA Purchaser Who Encourage Practice Owners to Remain Managing the Clients and will Retain all Staff and the Premises
- Offering a share purchase buyout over 2 years with a multiple of up to 3.5x Recurring Income for the right business
- The business has an impressive track record of successfully acquiring four Practices where 100% or more of the promised value was paid to the Retiring IFA
- The business is looking to take on all support staff and as well retaining the Retiring Principal for at least a year on a generous salary managing the existing clients and a second buyout for new clients (details on request)
A premium offer will be available to Practices of the following profile:
. AUA Between £40-£200m FUM
. Housing a typical client above £200,000 in portfolio size
. Located in the Hertfordshire, Beaconsfield, Milton Keynes, Luton and Surrounding areas
For more information please call 01765 698 699 and quote the reference number 179105
Up front budget: £1,000,000
Current turn over circa: £1,100,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2006
Locations: East Sussex
Additional Notes:
High-net Worth IFA Purchaser Offering 3.8x Recurring Income Over a Two Year Period
- The Purchaser will continue the current investment proposition for c.2 years to avoid minimal disruption to clients during the earnout
- The Principal has the option of remaining a client relationship manager for 1-2 years on a fixed salary (more details on request)
- Clients passed over will be looked after by the Managing Directors of the business who have over 5 Decades of advisory experience
A premium offer will be available to Practices of the following profile:
. AUA Between £10-£100m FUM
. Housing a typical client above £350,000 in portfolio size
. Located in the East Sussex, Kent, Redhill, Brighton/Worthing and Surrounding areas
For more information please call 01765 698 699 and quote the reference number 179055
Up front budget: £12,000,000
Current turn over circa: £16,000,000
Cash offer: Up to 4.5x Turnover
Established since: 1997
Locations: Greater London
Additional Notes:
IFA Purchaser With an Upfront Budget of £12,000,000 Offering a Deal over Two Years With no Reductions in the Deferred Payments
- The firm removes risk from the deferred comitments by crystallising the payments thus removing the risk of market downturns or client loss. All previous IFA owners who sold to the firm have received 100% or more of the contractual value of their business
- The strong preference is for a share purchase (including firms that have significant defined benefit liability) so any seller would benefit from full entrepreneurs relief
- There is an opportunity to continue working in the business post a sale with previous principles who have joined now earning between £100-£250,000+ for purely managing the clients
A premium offer will be available to Practices of the following profile:
. AUA Between £100-£800m FUM
. Housing a typical client above £300,000 in portfolio size
. Located in the City or Greater London
For more information please call 01765 698 699 and quote the reference number 179032
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: up to 3.75x Recurring Income
Established since: 1980
Locations: North London
Additional Notes:
North London IFA Established Over Four Decades, Offering a Retirement Sale Paying up to 3.75x Recurring Income
- The Practice runs both model portfolios and Bespoke offerings to the higher net-worth clients and thus can continue most offerings for clients coming on board
- Clients passed over will be serviced by highly qualified and senior advisers within the business with over 20 years of experience in the industry
- The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI and estate insurance. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on acquisitions
A premium offer will be available to Practices of the following profile:
. Recurring Income between £50,000-£600,000
. Principals seeking a handover of 3-12 months
. Located in North/Greater London
For more information please call 01765 698 699 and quote the reference number 178639
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 2x Net Commission Income
Established since: 1997
Locations: North London
Additional Notes:
Experienced General Insurance Purchaser Turning Over £3,000,000 Offering 2x Net Commission Income Over 2 Years for the Right Brokerage
- The purchaser has a demonstrable success on previous broker acquisitions having paid out 100% or more of what was originally agreed in every acquisition to date
- The firm has c.£850,000 of cash in the business to spend upfront for the right Practice
- On previous acquisitions, all staff members were retained with the majority experiencing a salary increase. The staff will most likely be retained in any further acquisition to ensure a smooth transition of clients and future growth of the business
A premium offer will be available to Practices of the following profile:
. Brokerages between £100,000-£1,200,000 Turnover
. Share Purchase Option
. Located in North/Greater London
For more information please call 01765 698 699 and quote the reference number 179001
Up front budget: £600,000
Current turn over circa: £2,000,000
Cash offer: 4.25x Reccuring Income
Established since: 2005
Locations: Greater London
Additional Notes:
Medical Specialist Wealth Management Firm Paying up to 4.25x Recurring Income With a Salaried Position for the Principal
- The firm houses some of the most experienced medical advisers in the country who will be personally taking on the majority of the clients.
- The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners and Support Staff to each Adviser, enabling a pure advisory focused model.
- The business is looking to take on all support staff and as well retaining the Retiring Principal for at least a year on a generous salary in a Client relationship management role.
For more information please call 01765 698 699 and quote the reference number 178958
Up front budget: £600,000
Current turn over circa: £2,800,000
Cash offer: Up to 3.75x Recurring Income
Established since: 1992
Locations: Suffolk
Additional Notes:
Award Winning, West Suffolk IFA Purchaser Looking to Take on a Practice With Positions Available for All Staff Members
- The majority of advisers in the business are chartered and generally the number of clients per adviser is limited to 100 to enable several meetings and points of contact with each client every year
- To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from sporting events to theatre performances. Large commitment to securing and engaging with every single client ensures very high retention rates for any future acquisition.
A Premium offer will be available to Practices of the following profile:
. Practice between £10-50m Funds under Management
. Share Purchase Option
. Typical client above £200,000
For more information please call 01765 698 699 and quote the reference number 178886
Up front budget: £350,000
Current turn over circa: £1,000,000
Cash offer: Up to 4x Recurring Income
Established since: 2013
Locations: Greater London
Additional Notes:
Wealth Management Purchaser In North London With a Successful Track Record In Acquisitions Paying up to 4x Recurring Income for the Right Business
- The firm have achieved over 95% retention in previous acquisitions with the Principal still working with the business presently
- The firm will offer up to 4x Recurring Income to those Practices on a 0.5-0.75% Ongoing Advisory Fee Model
For more information please call 01765 698 699 and quote the reference number 178878
Up front budget: £6,000,000
Current turn over circa: £7,500,000
Cash offer: Up to 3.5x Recurring Income
Established since: 2016
Additional Notes:
Established Investors Looking to Take on an Wealth Management Practice to Grow the Existing Operations Retaining the Brand, Investment Proposition and the Staff Base
- The main tweaks to the businesses model will be technological with additions to the CRM and File Checking technology
- The principle has the option of retaining equity in the business
- Senior strategic positions within the group are available
A Premium offer will be available to Practices of the following profile:
. Practice between £150m-750m Funds under Management
. Share Purchase Option
. Located in the South East
. Businesses with no internal DFM set-up are preferred
For more information please call 01765 698 699 and quote the reference number 178352
Up front budget: £200,000
Current turn over circa: £300,000
Cash offer: Up to 3.5x Recurring Income
Established since: 1996
Locations: Berkshire
Additional Notes:
- The Offering is designed for clients between £20.000-£150,000 portfolios size
- Clients will receive one annual review per year
For more information please call 01765 698 699 and quote the reference number 177285
Up front budget: £1,200,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.85x Recurring Income
Established since: 25
Locations: Greater London
Additional Notes:
East London IFA Purchaser Who Is Encouraging The Owners to Stay 2-3 Years in the Practice and Will Keep the Brand for a Similar Period
- Average client portfolio amount is not important in the Practice and to a certain extent neither is the typical age profile of the client.
- The business is encouraging Principals to continue and work in the Practice receiving a large percentage of the turnover for managing client relationships (details on request).
- The payments will be structure over a 12-24 months period following completion.
A Premium offer will be available to Practices of the following profile:
. Practice between £10m-£120m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area
. Businesses with existing DFM relationships is preferred
For more information please call 01765 698 699 and quote the reference number 178842
Up front budget: £6,000,000
Current turn over circa: £11,000,000
Cash offer: 3.8x Recurring Income
Established since: 1993
Locations: London
Additional Notes:
Leading London IFA for Business Owner Clients with a Successful Track Record Having Completed On Over 5 Acquisitions
- The Practice has over one hundreds Lawyers and Accountants referring over 400 new clients to the business per year.
- Family office style service to clients where the business provides advice ranging from Holistic Financial Planning to overseas house purchasing to invoice discounting.
- The firm encourages Principals to remain in the business to manage and oversea the transaction of clients.
A Premium offer will be available to Practices of the following profile:
. Practice between £70m-£250m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area
For more information please call 01765 698 699 and quote the reference number 178425
Up front budget: £1,200,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.6x Recurring Income
Established since: 1982
Locations: Greater London
Additional Notes:
- No change to fee structure or investment proposition for at least two years during the earnout to ensure maximum retention of clients.
- The Retiring Principle has the option of remaining in the business for 1-2 years, focusing solely on managing the clients while receiving a percentage of the overall turnover of the business (more details on request).
- The firm has taken on board more over 13 IFA Practices in the last 15 years, on the three most recent acquisition no clients were lost and the owners received more than 100% of the original value of the business.
A Premium offer will be available to Practices of the following profile:
. Practice between £40m-£150m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area
For more information please call 01765 698 699 and quote the reference number 178765
Up front budget: £6,000,000
Current turn over circa: £15,000,000
Cash offer: Up To 7x EBITDA
Established since: 2003
Locations: South West
Additional Notes:
Regional South West IFA Practice Offering a Full or Partial Buyout Paying up to 7x EBITDA
This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. In addition, there has been very little material change other than development to the business model or the staff. The continuity within the acquisition strategy alongside the strong cash flow generation means any installment payments the years post acquisition have little risk attached.
A Premium offer will be available to Practices of the following profile:
. Practice between £70m-£600m Funds under Management
. Share Purchase Option
. Located in the Taunton, Exeter, Dorchester, Bristol, Bournemouth and the Surrounding area
For more information please call 01765 698 699 and quote the reference number 178745
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
