IFA Buyers London & South East

Up front budget: £6,000,000

Current turn over circa: £9,000,000

Cash offer: Up to 9x EBITDA (Profit)

Established since: 1995

Locations: Greater London

Additional Notes:
IFA Purchaser Paying up To 9x EBITDA (Profit) with All advisers to be Allocated a Shareholding in the Group

- The purchaser will maintain the brand if there is a strong, reputable brand in place
- Once the Principal(s) have handed over clients the deferred payments will not be subject to any adjustment
- The management team that will assume day to day running of the Practice are some of the most experienced in the industry

A Premium offer will be available to Practices of the following profile:
. An average client holding of over £300,000
. Practice between £100m-£500m Fund under Management
. Share Purchase Option
. Located in the City, Greater London or Home Counties

For more information please call 01765 698 699 and quote the reference number 178558 ask for Edward Thorpe

Up front budget: £1,200,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring Income

Established since: 2006

Locations: Portsmouth

Additional Notes:

Privately Owned IFA with £2m of Secured Funding, a Bespoke Solution to Investments and Able to Pay up to 3.8x Recurring Income for the Right Practice

- Several Highly Qualified Advisers with capacity to manage client relationships moving forward
- The Practice has successfully completed on two acquisitions in the past and managed to retain all but one client.
- The practice operates on most platforms and can provide a bespoke proposition to higher-net-worth clients

A Premium offer will be available to Practices of the following profile:

. Located in the Portsmouth, Southampton, Winchester, Fareham, Brighton area Surrounding area
. Practices between £10m-£90m Funds Under Management

For more information please call 01765 698 699 and quote the reference number 178378 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.75x Reccuring Income

Established since: 1996

Locations: Reading

Additional Notes:
IFA Purchaser Specialising in Clients above £500,000 Where the Leading Director is Looking to Personally Take on Clients in a Handover

Specialist Practice with four support staff to each adviser, enabling the advisers to focus on a tailored investment model for each client. As a result of the infrastructure and a support heavy model, the Practice has seen 99% retention of Clients in the last few Practices Integrated With the Business.

For more information please call 01765 698 699 and quote the reference number 177944 ask for Edward Thorpe

Up front budget: £200,000

Current turn over circa: £800,000

Cash offer: up to 4x recurring 50/25/25

Established since: 1995

Locations: Kent

Additional Notes: Established IFA seeking their 4th successful business integration, housing £90m FUM looking to include principal in a warm handover period.

This firm has completed 3 IFA integrations previously boasting 100% client retention in their most recent one, and an average of over 95% across the 3. Thus, a very safe pair of hands to leave your life's work.

There are 3 advisors in the practice and the firm is aiming for the principal to help determine which clients are best suited for which advisor for the purpose of maintaining high levels of client retention, resulting in you being paid in full.

For more information please call 01765 698 699 and quote the reference number 178624 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £1,500,000

Cash offer: 4.2x 60/20/20

Established since: 2008

Additional Notes: Taunton based IFA housing £100m FUM with 11 advisors and 10 back office staff

This firm is offering up to 4.2x recurring revenue with 60% of the total consideration upfront, 80% within 12 months and 100% in 24 months.

The well established regional firm is seeking to acquire an IFA offering high levels of continuity and ensuring that they will not be shoehorning the clients into their investment proposition.

This firm will also be seeking the advice of the retiring principal in the handover period to determine which adviser is best suited for each individual client for the purpose of keeping high levels of client retention and thus paying the principal out in full

For more information please call 01765 698 699 and quote the reference number 178518 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £20,000,000

Cash offer: Up to 7x EBITDA

Established since:

Additional Notes: Established for 5 years.
This a private investment firm that is looking to enter the IFA market. They want to create a larger national group through acquisition over several years with the brands remaining independent whilst they centralize compliance/IT/finance etc. It's important for them to keep the IFAs incentivized and can structure transactions to meet that goal.
Very deep pockets.

For more information please call 01765 698 699 and quote the reference number 178431 ask for Byron Snaith

Up front budget: £400,000

Current turn over circa: £1,250,000

Cash offer: Up to 4x recurring revenue

Established since: 2010

Locations: Essex

Additional Notes: Chelmsford based IFA who has grown to over £100m FUM within the 10 years they have been established largely through client referrals. This portrays the incredibly high level of service for the client.

All advisor's have one parra planner and one administrator to support them, meaning they have the time to provide that personal service levels.

A very unique offering as any principal has the opportunity to continue advising their clients whilst securing the capital value (up to 4x recurring) for their business whilst topping up your personal income on an employed basis.

For more information please call 01765 698 699 and quote the reference number 178547 ask for Edward Thorpe

Up front budget: £700,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8-4x Recurring Income

Established since: 1994

Locations: Milton Keynes

Additional Notes: Multi-Award Winning, Top 100 IFA Offering up to 3.8-4x Recurring Income for The Right Practice

- Each meeting an adviser and a paraplanner are typically present to provide full, holistic support to each client
- The firm will maintain the same ongoing adviser charge and investment proposition for the integration period
- Experienced acquiror having not lost a single client on the previous acquisition

A Premium offer will be available to Practices of the following profile;

. Between £10-60m FUM
. Charging an ongoing fee of 0.5-0.75% (ideal but not necessary)
. Average client size of £200,000 or more

For more information please call 01765 698 699 and quote the reference number 178375 ask for Edward Thorpe

Up front budget: £200,000

Current turn over circa: £400,000

Cash offer: up 4x recurring revenue

Established since: 2017

Locations: Greater London

Additional Notes: Growing IFA managing £35m of funds looking for an acquisition to accelerate their growth. This company grew by 40% last year through professional introducers and referrals and are part of Raymond James. Therefore, the firm operates a dynamic in-house DFM Service and Managed Portfolios.

My client is willing to pay up to 4x recurring revenue over a 2 year period and offering 50% of the total sale price upfront.

A premium price will be paid for practices offering:
. Locations of London, Surrey and Sussex
. £10-25m FUM
. Principals available to stay on for a handover period and client average portfolio size being over £200,000

For more information please call 01765 698 699 and quote the reference number 178466 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £550,000

Cash offer: Up to 4.2x recurring revenue

Established since: 2012

Locations: Surrey

Additional Notes: Experienced Guildford based IFA seeking their next acquisition to grow their business. This business has recently acquired a practice with exceptionally high retention of 98% while the principle remained working in a reduced format, benefiting from new clients taken on board. The business is looking to repeat the success of the previous acquisition had has capacity within the current staff based to take on another practice in the next few months.

This proposition is highly geared towards continuity as they would be looking to keep the principal on for a 2 year period to help transition the clients over. They are not looking for uplift through the acquisition as they will not increase client fees. Thus, focusing on the client's best interests at all times.

A premium price will be available for firms offering:

• £30-100m FUM
• Locations of Guilford and London
• Firms who operate using DFM’s are preferred but not essential

For more information please call 01765 698 699 and quote the reference number 178465 ask for Edward Thorpe

Up front budget: £5,000,000

Current turn over circa: £9,000,000

Cash offer: up to 4x recurring revenue

Established since: 1996

Locations: Greater London

Additional Notes: Elite wealth management firm with over £1.8b FUM seeking their 4th successful acquisition. This firm has previous experience of integrating a multi-million turnover wealth management practice, where the principal not only received the deferred elements in full, through high levels of client retention of over 95%, but has actually stayed on for the company on an employed basis too.

This company’s vision is to increase its turnover by 60% within 5 years via organic growth, using their professional introducers and their own networks, in addition to acquisition. What is unique about this opportunity is that each of the 16 advisors are responsible for their own network and individual sector of clients they service. Therefore, they aim to have a transitional period with the principal to establish which advisor will be best suited to service each client, for the purpose of providing a high-quality tailored service, keeping continuity for the client.

For the right business, this firm has expressed an appetite to complete on a share purchase up to 4x recurring revenue with offering 60% upfront of the total purchase price and the remaining being paid in two tranches over a period of 24 months.

A premium price will be available for firms offering:
- £20-150m FUM
- Locations of London and the surrounding areas.
- Platform based practices with the principal being available for a transitional period

For more information please call 01765 698 699 and quote the reference number 178463 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: up to 4x recurring revenue

Established since: 2000

Locations: Essex

Additional Notes: A high-quality wealth management firm with £200m FUM looking for their 4th successful acquisition. Proven record of keeping continuity and retaining more than 95% of clients on average. Ability to speak to past principals to hear about their experience.

A larger part of the current success with acquisitions stems from the current investment model. Their in-house investment models outperform 99% of the market. As the model is wholly independent, there is no pressure or shoe horning into a different investment proposition meaning continuity in the client service maximised, thus effectively crystallising differed payments and guaranteeing almost 100% of the value of any business taken on board.

Willing to pay up to 4x recurring revenue with 50% upfront and two deferment payments over 24 months, whilst offering the principal to stay on for at least 12 months, for the right business.

A premium offer will be available to Practices offering:
- the locations of Cambridge, Chelmsford, Bishops Stortfort, St Albans
- 10m FUM – 150m FUM
- Mainly Pensions and investments

For more information please call 01765 698 699 and quote the reference number 178457 ask for Edward Thorpe

Up front budget: £2,500,000

Current turn over circa: £15,000,000

Cash offer: Up to 3.75x Recurring

Established since: 2006

Locations: Greater London

Additional Notes:
Legal Group Looking to Merge (Offering a Partial of Total Capital Event) With an IFA Practice in the Greater London Area Offering Complete Continuity With The Staff, Brand and Investment Process

The proposition on offer is 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 2-5 years to ensure the maximisation of value as well as complete succession planning (shorter period if a CEO can be found internally or externally).

The current Legal Group has identified 60-80,000 clients which could possibly be offered wealth management services. The principle(s) of the Wealth Management firm will directly benefit in any future growth of the business (more details on request).

For more information please call 01765 698 699 and quote the reference number 178391 ask for Edward Thorpe

Up front budget: £400,000

Current turn over circa: £500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2010

Locations: Southampton

Additional Notes:
Local, Principal Led Family Practice That Has Never Received a Complaint and Happy to Pay 4x Recurring For The Right Practice (see below)

A premium offer will be available to;
- Firms between £10m-£25m Fund Under Management
- Average client size above £150,000
- Majority of clients located in the Hampshire area
- Ongoing charge 0.75% or less
- Located in the Salisbury, Winchester, Southampton an Surrounding Areas

For more information please call 01765 698 699 and quote the reference number 178364 ask for Edward Thorpe

Up front budget: £900,000

Current turn over circa: £200,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2004

Locations: Reading

Additional Notes:
Wealth Management Veteran Looking For a Practice as a Cornerstone to Grow and Expand Upon

- The principal has a cash war chest to partner with a business in 2020 and will pay up to 4x Recurring Revenue for the right practice
- The individual looking to manage the firm is one of the most experienced leader of IFA firms in the country. He has successfully integrated and manged the integration of over 30 wealth management practices over the last 15 years and is now looking to repeat that success with a new Practice

A premium offer will be available to the following:

. Located in the Reading, Tadley, Bassingstoke, Bracknell, Hungerford, Malborough, Swindon, Faringdon, Chippenham
. Practices from £5m-100m Funds under Management
. A share sale is strongly is strongly preferred

For more information please call 01765 698 699 and quote the reference number 178200 ask for Edward Thorpe

Up front budget: £600,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.8x Recurring

Established since: 1992

Locations: Essex

Additional Notes:
Experienced, Essex Based Purchaser With an Impressive Track Record on Previous Acquisitions and Notable Specialisms in All Aspects of Financial Advice

. This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 96% retention as a result of a smooth and gradual handover from the Retiring Principle(s) (handovers have lasted between 1-5 years).

. A large part of the success from acquisitions an be attributed to taking on board key staff members from purchased business (who were familiar with the clients) and aiding them in growing and develop internally.

. Retention of clients in the most recent acquisition was over 99% and the principles received a considerable amount over the amount outline at the start of the process (more details on request). This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

. The advisers have specialisms in all areas including Equity release, specialist financing, Mortgages, Pension draw Down and so on. Clients tend not to look elsewhere for any other services and thus retention of clients over the past two decades has been incredibly high.

A Premium Offer Will be Available to the Following Practices:

. Located in the and the Chelmsford, Bishop Stortford, Stevenage, Biggleswade, Cambridge and the Surrounding Areas
. Practices from £10m-50m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers

For more information please call 01765 698 699 and quote the reference number 177654 ask for Edward Thorpe

Up front budget: £1,500,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring

Established since: 2012

Locations: London

Additional Notes:
Mayfair Based Wealth Management Firm Looking for Principals to Join with a Handover Based Between 1- 12 years

. Capital has been Drawn Down from one of the partners of the firm with the intention to purchase one Practice in 2020
. No change to the current investment proposition: the firm has the ability to continue running the same advisory portfolios
. The Practice has a Partnership with a Large Law firm meaning clients have access to a full suite of legal advice

A Premium Offer Will be Available to the Following Practices:

. Located in the Greater London area
. Average age of client/ value of portfolio is not a concern for this business
. Practices who service clients who would be happy to travel to a Mayfair based office (not essential)

For more information please call 01765 698 699 and quote the reference number 178170 ask for Edward Thorpe

Up front budget: £600,000

Current turn over circa: £500,000

Cash offer: Up to 4.25x Recurring

Established since: 1988

Locations: Chelmsford

Additional Notes:
Chelmsford Family IFA Firm Where all Advisers Are Either Fellow or Chartered and Has Been Established Over 3 Decades

- The Principal of the Practice is extremely experienced on the acquisitions side and has successfully integrated over 10 practices into the business
- All clients are serviced face to face and new clients coming on board will see the clients of the firm personally in a handover
- The practice deals with all clients up from £75,000 to the largest of £7.5m meaning no client will get left behind and the business is geared to manage even the Ultra High-net-Worth clients

A Premium Offer Will be Available to the Following Practices:

. Located in the Chelmsford and Surrounding area
. Practices from £5m-25m Funds under Management
. Average age of client is not a concern for this business

For more information please call 01765 698 699 and quote the reference number 176955 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £4,000,000

Cash offer: Up to 3.75x Recurring

Established since:

Locations: London

Additional Notes:
London Based IFA Who have Taken on Board over 45 Retiring Financial Advisers Over Course of Two Decades

- The Practice represents one of the most experienced and successful IFA acquirers in the central London area
- Typical retention of clients has been between 92-98% over transactions across greater London and the entire South East
- Capital has been drawn down and secured to bring on board one IFA in 2020
- There is now a large network across London and the South East of Principals who have left their business with the firm who are still involved as introducers, attend social events with the firm and are happy to provide testimonials of how they have found the process and integration

A Premium Offer Will be Available to the Following Practices:

. Located in London and the South East
. Practices from £10m-30m Funds under Management
. Principals that wish to either sell immediately or join for a period and then sell their practice

For more information please call 01765 698 699 and quote the reference number 177697 ask for Edward Thorpe

Up front budget: £800,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1988

Locations: Kent

Additional Notes:
Chartered, Multi-Office Kent Based IFA Practice Offering Some of the Most Highly Qualified Advisers in the Region Combined with a Very Good Value Client Offering

Advisers are supported through a 3:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region (all either fellows or chartered), this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to twelve new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered level.

The approach to acquisitions is a that of minimal change with your current fee structure, staff base and clients . The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

As a result of the minimal disruption approach, this practice has had fantastic success with over 3 previous acquisitions experiencing, on average, 99% retention. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

A Premium Offer Will be Available to the Following Practices:

. Located in the Canterbury, Maidstone, Sevenoaks, Turnbridge Wells, Crowborough, Dartford, Bromley and the Surrounding Area
. Practices from £10m-120m Funds under Management
. Practices with an ongoing fee of 0.8% and below are preferred

For more information please call 01765 698 699 and quote the reference number 177315 ask for Edward Thorpe