Up front budget: £2,000,000
Current turn over circa: £5,000,000
Cash offer: Up to 4.1x Recurring
Established since: 1983
Locations: Chichester
Additional Notes:
Multi-Award Winning, Experienced Financial Planning Firm Established over Three Decades, Supporting a 5:1 Middle office to Advisory Support Ratio with Over £4 million to Spend on the Right Firm
The Advisers are supported by an exceptional 5:1 ratio of highly qualified Paraplanners/Analysts to each Advisor, enabling a pure advisory focused model. The business is excellently positioned to accommodate up to five new members of staff and will provide training and qualifications to any junior members of the team who are working towards the Diploma/chartered as it has done previously for numerous staff numbers.
To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Dinners to Seminars. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.
A premium offer will be available to practices offering:
. Located in the and the Portsmouth, Chichester, Midhurst, Brighton, Arundel, Billingshurst, Alton, Farnham, Horsham, Crawley, Guildford and The Surrounding Area
. Practices from £20m-250m Funds under Management
. Principles (some) who wish to remain in the business for two to three years are preferred
For more information please call 01765 698 699 and quote the reference number 177353 ask for Edward Thorpe
Up front budget: £20,000,000
Current turn over circa: £40,000,000
Cash offer: Between 6x and 9x EBITDA depending on size and scale.
Established since:
Locations: Greater London
Additional Notes: - Happy to buy between 51% and 80% of the shares
- Will structure a deal over 24 months with up to 60% paid upfront
- Will pay between 6x and 9x maintainable EBITDA
- Needs a fully employed workforce
- Needs younger committed owners / managers to take the business forward
- Business will retain entire identity and way of working
- Wants to invest money in the business for the purpose of acquisitions
- Very flexible in offering
- Lots of notable previous investment successes
For more information please call 01765 698 699 and quote the reference number 177626 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.8x Recurring
Established since: 1993
Locations: Edgware
Additional Notes:
Charted, North West London Based IFA Offering Unique Deferred and Partial Structures Involving the Ability to Service the Clients while Keeping any Office and Investment Proposition the Same (see below for more details).
As well as a standard 1-2 year exit option, this Practice offers:
1. Partial equity buyouts (no minimum equity requirement) where Retiring principles can partially cash out on their Practice while continuing to service clients with full Para planning and Administration support. In the past deals with this IFA, principles that this extra new capacity has allowed them to drastically build up their book and sell the remaining equity for a far greater absolute amount (more details on request).
2. A structure where all the equity is purchase and the Principles can remain on a generous salary and split for new business for 3-4 years with full support to ensure the maximisation of value as well as complete succession planning (more details on request).
Both the above options have and will maintain the brand and potentially the office of any partnering firm for at least two years for maximum continuity. As a result of the minimal disruption approach, this practice has had fantastic success with almost 10 previous acquisitions experiencing, on average, 97% retention on the most recent four. 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.
. Located in the and the Watford, Harrow, Uxbridge, Southall, Shepard's Bush, Kings Langley, Northolt, North London and the Surrounding area
. Practices from £10m-100m Funds under Management
. Principles (some) who wish to remain in the business are preferred in conjunction with scalable offices
For more information please call 01765 698 699 and quote the reference number 177524 ask for Edward Thorpe
Up front budget: £600,000
Current turn over circa: £1,000,000
Cash offer: 3.6-3.8x Recurring
Established since: 1968
Locations: Norwich
Additional Notes: Top 100, Whole of Market IFA With all Financial Advisers Working Toward Charted or Fellow and c.£1m in cash to Spend on The Right Practice
The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. This unity and stability within the team and the strong cash position of the business means any instalment payments in the two years post acquisition have zero risk attached from a security standpoint.
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners and Support Staff to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.
For more information please call 01765 698 699 and quote the reference number 177581 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 3.5-3.8x Recurring
Established since:
Locations: Hertfordshire
Additional Notes:
Multi-Award Winning, Experienced Private Client Firm Established over Five Decades, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £1 million to Spend on the Right Firm
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners and Support Staff to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.
Employing some of the most highly qualified and successful advisers in the region, 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 five new staff members and possibly a second office, providing maximum continuity to the clients moving forward. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
This buyer has had fantastic success with multiple previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. The Practice has never let any retiring principle down on deferred payments and with demonstrable success with countless previous acquisitions is the ideal, trusted home for someone looking to depart with their life's work.
For more information please call 01765 698 699 and quote the reference number 177607 ask for Edward Thorpe
Up front budget: £700,000
Current turn over circa: £3,000,000
Cash offer: Up To 3.7x Recurring
Established since: 1960
Locations: Richmond
Additional Notes:
Charted, Multi-Award Winning Financial Planning Firm Established over Five Decades, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £1 million in Cash to Spend on the Right Firm
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. Advisers, accompanied by Support Staff, can solely focus on client meetings, allowing for a completely focused client experience yielding very high retention rates and continuity from the previous service.
The profitability of the firm has tripled in less than a decade as clients have been attracted to the pure Advisory Investment Proposition, the 6 point annual touch model and the in house specialists in the legal and accountancy space. Most recently, the typical client taken on board has been over £1m in investable portfolio.
A premium offer will be available to practices offering:
. Located in the and the Slough, Uxbridge, Wembley, Twickenham, Marlow, Richmond, Kingston, Gerard Cross, Epsom and the Surrounding area
. Practices from £10-50m Funds under Management
. Higher average portfolio sizes preferred (over £300k) but not essential
For more information please call 01765 698 699 and quote the reference number 177588 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: Up to 3.8x Recurring
Established since: 1995
Locations: East Sussex
Additional Notes:
Charted, All Advisory Holistic Financial Planners with 3:1 Advisory support, Many Unique Client Servicing Features with Several Millions to Spend on the Right Practice.
The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. This unity and stability within the team and the strong cash position of the business means any installment payments in the two years post acquisition have zero risk attached from a security standpoint.
The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners/Administrators to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.
This buyer has had fantastic success on several previous acquisitions, retaining over 95% of all the clients and the existing staff base in one case. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
A premium offer will be available to Practices offering:
. Located in the Kent, Worthing, Steyning, Lewes, Burgess Hill, Crawley, Horsham, South Guildford, East Sussex and Surrounding Area
. Practices from £20m-100m Funds under Management
For more information please call 01765 698 699 and quote the reference number 177582 ask for Edward Thorpe
Up front budget: £1,500,000
Current turn over circa: £1,300,000
Cash offer: Up to 3.8x Reucrring
Established since: 2002
Locations: Chelmsford
Additional Notes:
Highly Esteemed Wealth Management Practice Looking to Take on Principles (if desired), a Secondary Office and Offering Continuity With the Same Platforms, Funds and service proposition while Offering up to 80% upfront for the Right Practice.
The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI, Estate Insurance and Defined Benefit Transfer Services. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on any acquisition.
My client is encouraging any retiring principles to remain in the business for 2-4 years to ensure the maximisation of value as well as complete succession planning on a large proportion of new business.
A premium offer will be available to Practices offering:
. Located in the and the Chelmsford, Bishop Stortford, Maldon, Colchester, Burnham, Romford
. 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 177565 ask for Edward Thorpe
Up front budget: £3,000,000
Current turn over circa: £6,000,000
Cash offer: Up To 4x Recurring
Established since: 1968
Locations: Greater London
Additional Notes:
Experienced Purchaser Looking to Build up their London Office with a Cornerstone Acquisition, ideally to Bring in both a Business and experienced Staff Offering up to 4x Recurring Revenue for the Right Practice.
For more information please call 01765 698 699 and quote the reference number 177563 ask for Byron Snaith
Up front budget: £700,000
Current turn over circa: £2,000,000
Cash offer: See Details
Established since:
Locations: Greater London
Additional Notes:
Unique, Holistic offering with a Lucrative Package to Stay in the Business with Principles Receiving Dividends as well as Benefiting from Future Growth of the Business
• Principles receive partial share remuneration for the business
• Lucrative remuneration of between 30-50% of total Recurring Revenue for Principles remaining
• Full Paraplanning, compliance and administration support (if needed)
• Timeline for retirement completely on principles discretion and the option to cash in shares is permanently available
• In addition to financial advice, the business provides legal support, business consultancy, probate and trust work and other services to clients
For more information please call 01765 698 699 and quote the reference number 177534 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.7x Recurring
Established since: 1996
Locations: Slough
Additional Notes:
Outstanding, Charted Wealth Management Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend Paying up to 3.7x Recurring revenue for the right Practice.
Advisers are supported through a 2:1 ratio of highly qualified Paraplanners and back office support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, 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 five new staff members and possibly a second office, providing maximum continuity to the clients moving forward. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
This practice has had fantastic success with over 3 previous acquisitions, experiencing, on average, 97% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% with the principle receiving 100% of the deffered cash paymetns. 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.
For more information please call 01765 698 699 and quote the reference number 177318 ask for Edward Thorpe
Up front budget: £50,000
Current turn over circa: £100,000
Cash offer: Up To 3.5x
Established since: 2010
Locations: Kent
Additional Notes:
Top Performing Wealth Management Practice with a Large Back Office and Support Team who will Spend up to 3.5x on the Right Practice.
For more information please call 01765 698 699 and quote the reference number 177530 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.7x
Established since: 1981
Locations: Ipswich
Additional Notes:
Outstanding IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 3.7x Recurring revenue for the right Practice.
This buyer has had fantastic success on the most recent acquisition, retaining all the clients, advisers and back office staff. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.
For more information please call 01765 698 699 and quote the reference number 177513 ask for Edward Thorpe
Up front budget: £ 8,000,000
Current turn over circa: £ 15,000,000
Cash offer: 3.5x Recurring Revenue
Established since: 2004
Locations: Greater London
Additional Notes:
Highly Regarded Business on the Market with Over £20mill to invest, focused on Brand Retention, Staff and Client Continuity and is Keen to Finance the Buyout of Self-employed Advisers within a Firm.
- Looking at buying 75% of a firm initially, working with the exiting directors to grow the firm over a 4 - 5 year period before buying the final 25% at premium price.
- Offering full continuity. Will keep the brand, offices, staff, charging structure, investment strategy.
- Laissez-faire management strategy with only a board meeting every month (feet not held to the flame).
- Keen to finance the buyout of self-employed advisers to increase the practice value.
- Principles to stay, salaried to grow business.
- Experienced successful acquirers.
- Interested parties must have a minimum of £100 mill FUM and / or a profit line of over £400,000.
For more information please call 01765 698 699 and quote the reference number 177486 ask for Edward Thorpe
Up front budget: £ 500,000
Current turn over circa: £ 2,000,000
Cash offer: Up to 4.1x Recurring
Established since: 1988
Locations: Kent
Additional Notes:
Charted, Multi Office Firm Established for Three Decades looking for a Cornerstone Practice for their Kent Division, Offering up to 4.1x Recurring revenue with 60% Upfront for the Right Firm.
This Practice currently services the entire spectrum of clients (ranging from £50,000 to £8m in portfolios) and has the infrastructure to provide face-face service across the whole of the south east with three offices stationed across the home counties with advisers covering the key locations. Clients taken on through an acquisition would be cared for personally by a highly experienced and qualified partner of the firm in the Kent office to ensure the best possible level of advice is provided. The quality of advisory services and complete flexibility to continue the current level of client interaction and servicing proposition will ensure near 100% retention on any business brought on board.
The practice has a team of in-house investment analysts who run the in-house Discretionary investment service which is tailored and used by the higher-net-worth clients in the practice. The bespoke service is completely optional and has provided significant volatility protection over the last 5 years, ranking highest out of its 13 closest rival firms in the region. The practice also has a very strong lifestyle planning division which, along with over a dozen professional relationships with solicitors and accounts, brings a large amount of new business though the door each year.
To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from sporting events to theatre performances. Such commitment to securing and engaging with every single client in tandem with achieving virtually a zero drop off rate in recent times ensures very high retention rates for any future acquisition.
The average tenure for leading advisers in the firm is 20 years and the ethics they apply to the staff base are directly translated to the level and quality of client service provided. This unity and stability within the team and the strong cash position of the business means any instalment payments in the two years post acquisition have zero risk attached from a security standpoint.
A premium offer will be available to practices offering:
. £5-50m FUM (would consider larger practices)
. Located in the Hastings, Westerham, Royal Tunbridge Wells, Caterham, Orpington, Paddock Wood, Maidstone, Hastings, Dartford, Bromford and the Surrounding Area
. IFA practises with an excellent track record in the industry
For more information please call 01765 698 699 and quote the reference number 177485 ask for Edward Thorpe
Up front budget: £ 200,000
Current turn over circa: £ 50,000
Cash offer: Up to 4x recurring income for the right firm. Flexible exits.
Established since: 2019
Locations: Berkshire
Additional Notes: It is a flexible start up, top end, private client financial planning firm. The principle has vast market experience have grown an IFA firm to £5mill turnover and been at the highest level in a number of FS firms. Looking to grow inorganically via established financing. Focused on the cultural fit of principals and the right commercial opportunities. Driven by quality and wanting to do the right thing.
For more information please call 01765 698 699 and quote the reference number 177452 ask for Edward Thorpe
Up front budget: £ 2,000,000
Current turn over circa: £ 1,500,000
Cash offer: Up to 4.2x Recurring
Established since: 2012
Locations: St Albans
Additional Notes:
This Practice boasts some of the best compliance procedures in the country with a dedicated 5 man team to all aspects of client service. Any business joining the practice would benefit directly from all the support while benefiting from a lucrative package for all remaining principles who remain and continue to service their own clients.
For more information please call 01765 698 699 and quote the reference number 177459 ask for Edward Thorpe
Up front budget: £ 2,000,000
Current turn over circa: £ 14,000,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2001
Locations: Kent
Additional Notes:
Industry leading Mortgage and Property Business looking for an IFA Business to Integrate Horizontally, Paying up to 4x Recurring Revenue and Key Role for Principles Wishing to Remain in the Business
The firm is ideally looking to buy in Specialisms in the Tax and Pensions space. The principle(s), if desirable, will have a key role in shaping a new business unit; namely the processes, fee structure and technical aspects of an Financial Advisory division to an already successful Group.
There is an exceptional amount of opportunity for bringing all FS clients currently passed away in-house with over 30-40 pension leads a month generated at status quo. Principles and advisers joining would directly benefit from bringing on board and servicing this new business.
For more information please call 01765 698 699 and quote the reference number 177434 ask for Edward Thorpe
Up front budget: £ 800,000
Current turn over circa: £ 1,000,000
Cash offer: Up To 4x Recurring Revenue
Established since: 2013
Locations: Redhill
Additional Notes:
The firm is ideally looking to buy in Specialisms in Tax and Pensions field. The principle(s), if desired, will have a key role in shaping a new business unit; namely the processes, fee structure and technical aspects of an Financial Advisory division to an already successful investment firm.
For more information please call 01765 698 699 and quote the reference number 177425 ask for Edward Thorpe
Up front budget: £ 1,000,000
Current turn over circa: £ 4,000,000
Cash offer: Up to 7x Cash Flow
Established since: 1972
Locations: Essex
Additional Notes:
Multi Award Winning IFA Practice with over 15 Highly Successful Acquisitions Completed to Date, a Holistic Support Team all while Paying up to 7x Cash Flow for the Right Wealth Management Practice.
This buyer has had fantastic success with over 15 previous acquisitions experiencing, on average, 94% retention in conjunction with zero losses of clients from the large pool currently served. The Practice has never let any retiring principle down on deferred payments and with demonstrable success with countless previous acquisitions is the ideal, trusted home for someone looking to depart with their life's work.
A premium offer will be available to Practices offering:
. Located in the and the Bury St Edmunds, Cambridge, Ipswich, Thetford, Harleston, Colchester, Chelmsford and the Surrounding Area.
. Practices from £10m-150m 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 177420 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
