IFA Buyers London & South East

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

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 ask for Edward Thorpe

Up front budget: £750,000

Current turn over circa: £1,200,000

Cash offer: 3.5x recurring revenue

Established since:

Additional Notes: Local IFA managing £120m of clients funds seeking their 5th successful business integration

This client is offering 3.5x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.

There are 5 advisors to look after your clients with paraplanning and admin support at their disposal. Therefore, your clients will be serviced by high quality staff with the time and resources to provide that bespoke, personal service.

This firm has successfully integrated 4 firms into the practice with the largest being £600,000 in turnover. They have achieved incredibly high levels of client retention, over 90% throughout. Thus, ensuring safe pair of hands to look after your life's work, increasing the confidence in being paid in full in the deferred elements.

For more information please call 01765 698 699 and quote the reference number 178657 ask for Edward Thorpe

Up front budget: £15,000,000

Current turn over circa: £12,000,000

Cash offer: Up to 7x EBITDA

Established since: 1994

Locations: Kent

Additional Notes:
Unique, Local Purchaser Offering Guaranteed Payments, Option to Remain and Work in the Business While Keeping the Current Staff and Branding in Play

- Payments will not be contingent on client retention or revenue performance thus de-risking the deal
- Principals can remain working in a salaried role purely managing clients without day-to-day responsibilities
- In most cases, the firm will likely keep the staff on board alongside the current branding of the firm to minimise change to the client experience

A Premium offer will be available to Practices of the following profile:
. Practice between £50m-£750m Fund under Management
. Share Purchase Option
. Located in the Kent, Sussex, South Surrey, Portsmouth, Redhill, Brighton, Maidstone, Sevenoaks and the Surrounding area

For more information please call 01765 698 699 and quote the reference number 178592 ask for Edward Thorpe