Up front budget: £ 500,000
Current turn over circa: £ 1,000,000
Cash offer: Up to 4x Recurring
Established since: 2005
Locations: Chelmsford
Additional Notes:
Outstanding IFA Practice, Housing award winning Advisers, yielding 7-8% average fund performance and offering up to 4x Recurring Revenue for the Right Practice.
The Advisers are supported by an exceptional 4:1 ratio of highly qualified Para planners/Administrators to each Adviser, enabling a pure advisory focused model. The business engages in various activities with client and staff, as well as taking staff members regularly on office holidays. The time and energy put into the team is highly reflective of the service provided to clients and all future clients to be taken on board via an acquisition.
For more information please call 01765 698 699 and quote the reference number 177138
Up front budget: £ 7,000,000
Current turn over circa: £ 11,000,000
Cash offer: 5-7x Adjusted EBITDA
Established since: 1962
Locations: London
Additional Notes:
Multi Award Winning, Independent Financial Advisory House seeking a Hub business in Central London between £200-500m Funds Under Management
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 4-5 years to ensure the maximisation of value as well as complete succession planning (more details on request).
The current model this business adopts is a pure advisory focused one, with each adviser receiving 1:1 support from paraplanners, personal assistants and admininistration support.
For more information please call 01765 698 699 and quote the reference number 177082
Up front budget: £ 1,000,000
Current turn over circa: £ 5,000,000
Cash offer: 4x Recurring Revenue
Established since: 1965
Locations: Hertfordshire
Additional Notes:
Multi Award Winning, Hertfordshire Advisory Practice Offering up to an Extremely attractive 4x Recurring Revenue in conjunction with a more Unique Structure (see below for more details).
The Practice is offering two distinct opportunities:
1. An attractive share sale structure to be paid over 12-24 months
2. A unique opportunity to become trading style of the Practice, where all Regulatory and Compliance work is lifted from the business for a small fee of revenue. A multiple is then agreed to purchase the business at some point in the future with discretion falling on the selling party. The Partner(s) continue working and keep the majority of both recurring and new business up until the point where the purchase agreement is executed. Full support during this time is provided with the option for; Full advisory cover to enable extended leave, full paraplanning/compliance support alongside office space if needed. This option suits advisers who are not quite ready to retire or wish to engage in a lengthier transition period but would benefit from a de-risking of the businesses and to maintain the income stream until ready to sell. (more details on request)
This practice has had fantastic success with over 5 previous acquisitions in the last 2 years experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. 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 vast majority of advisers on board are either Charted or Award Winning and 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 covering the entire span of the UK where clients are seen up to three times a year. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.
Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the South East and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer. Such service is largely achieved by a 2:1 ratio of technical support/administration staff to advisers, enabling a pure advisory focused model and a focus on client contact and support.
A premium offer will be available to Practices offering:
. Located in the Watford, Hemel Hempstead, Harrow, St Albans, High Wycombe and the Surrounding Area.
. No minimum average portfolio size
. Up to 100m Funds under Management
For more information please call 01765 698 699 and quote the reference number 177005
Up front budget: £ 1,000,000
Current turn over circa: £ 5,000,000
Cash offer: 4x Recurring Revenue
Established since: 1965
Locations: Kent
Additional Notes:
Multi Award Winning, Holistic Advisory Practice Offering up to an Extremely attractive 4x Recurring Revenue in conjunction with a more Unique Structure (see below for more details).
The Practice is offering two distinct opportunities:
1. An attractive share sale structure to be paid over 12-24 months
2. A unique opportunity to become trading style of the Practice, where all Regulatory and Compliance work is lifted from the business for a small fee of revenue. A multiple is then agreed to purchase the business at some point in the future with discretion falling on the selling party. The Partner(s) continue working and keep the majority of both recurring and new business up until the point where the purchase agreement is executed. Full support during this time is provided with the option for; Full advisory cover to enable extended leave, full paraplanning/compliance support alongside office space if needed. This option suits advisers who are not quite ready to retire or wish to engage in a lengthier transition period but would benefit from a de-risking of the businesses and to maintain the income stream until ready to sell. (more details on request)
This practice has had fantastic success with over 5 previous acquisitions in the last 2 years experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. 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 vast majority of advisers on board are either Charted or Award Winning and 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 covering the entire span of the UK where clients are seen up to three times a year. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.
Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the South East and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer. Such service is largely achieved by a 2:1 ratio of technical support/administration staff to advisers, enabling a pure advisory focused model and a focus on client contact and support.
A premium offer will be available to Practices offering:
. Located in the Sevenoaks, Tonbridge, Maidstone, Rochester, Canterbury and the Surrounding Area.
. No minimum average portfolio size
. Up to 100m Funds under Management
For more information please call 01765 698 699 and quote the reference number 177003
Up front budget: £ 400,000
Current turn over circa: £ 2,000,000
Cash offer: 4.1x Recurring Revenue
Established since: 1977
Locations: Kent
Additional Notes: Charted, Multi Office Firm Established for Three Decades looking for a Practice to lead their Kent Division, Offering up to 4.1x Recurring Revenue with 60% upfront for the right firm.
My client currently services the entire spectrum of clients from £100,000 to £8m portfolio size. As well as catering to all demographics, the business has the capability to provide a face-face service across the whole of the south east as there are three offices stationed with advisers covering the key locations. The businesses thus offers complete flexibility to continue the level of client interaction from what is currently being delivered.
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 rivals. 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 the very best clients in tandem with achieving virtually a zero drop off rate in recent times ensures very high retention rates for any future acquisition.
A premium offer will be available to practices offering:
. £5-30m FUM (would look at a larger practice)
. Located in the Kent, Hastings, Tunbridge Wells, Hastings and the Surrounding Area
For more information please call 01765 698 699 and quote the reference number 176821
Up front budget: £ 250,000
Current turn over circa: £ 250,000
Cash offer: 4x Recurring Revenue
Established since: 2013
Locations: Kent
Additional Notes:
Experienced, Local Acquirer looking to take on a Practice of up to £25m FUM Offering up to 4x Recurring Revenue with 60% Upfront.
The practice is offering a minimal change proposition (including fee structure and platform) other than development of the business model or the staff for any business taken on board. 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.
The business has an in house investment Adviser and had previously taken on Adviser's from apprenticeship level and trained up to Diploma status. The ethics and care with the staff are directly translated to the level and quality of client service available. 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 practises offering:
. £5-25m FUM
. Located in the Kent, Hastings, Tunbridge Wells, Hastings and the Surrounding Area
For more information please call 01765 698 699 and quote the reference number 176844
Up front budget: £ 1,250,000
Current turn over circa: £ 3,000,000
Cash offer: 4.5x Recurring Revenue
Established since: 1970
Locations: Oxfordshire
Additional Notes:
Experienced, Local Acquirer with almost £0.5bn in Funds Under Management, c.£2m in cash for Acquisitions and Offering up to 4.5x Recurring Revenue with 50% up front for the Right Business.
This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. 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 are supported by an exceptional 4:1 ratio of highly qualified Paraplanners/Administrators to each Advisor, enabling a pure advisory focused model. The business is excellently positioned to accommodate up to four new members of staff and will provide training and qualifications to any junior members of the team who are working towards the Diploma/Charted as it has done previously for six advisers. The ethics with the staff are directly translated to the level and quality of client service available. 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
. Up to £120m Funds under Management
. Based in West London, Slough, Reading, Oxford, Coventry and the Surrounding Area
. Majority of clients paying annual ongoing fees above £1,000
For more information please call 01765 698 699 and quote the reference number 176775
Up front budget: £ 300,000
Current turn over circa: £ 1,000,000
Cash offer: 4.3x Recurring Revenue
Established since: 2006
Locations: Kingston upon Thames
Additional Notes:
Charted Boutique Practice in South London, serving largely Senior Executives and Managing Directors (average portfolio approaching £1m) offering up to 4.3x Recurring Revenue for the right Practice
Over the last four years, this practice has consistently accrued £10-15m FUM per year as a result of active outstanding client performance and satisfaction as well as a unique referral system. Such commitment and investment to securing the very best clients is highly reflective of the drive to complete successful acquisitions in the near future.
To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Races, Opera, Theatre and Palace lunches. 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.
For more information please call 01765 698 699 and quote the reference number 176772
Up front budget: £ 1,000,000
Current turn over circa: £ 3,000,000
Cash offer: 4.6x Recurring Revenue, Payment Structure 50:25:25
Established since: 1995
Locations: Greater London
Additional Notes: Multi Award Winning Practice established over two decades ago, offering up to an exceptional 4.6x Recurring Revenue for Businesses between £30m - £120m FUM
The Practice was awarded the top out of 750 in the region for a combination of recent growth, expertise, client satisfaction and performance. Part of the success stems from the discretionary arm which enables access to every fund and stock globally. The firm designs it's own model portfolios based on each client's own needs and preferences, yielding some of the client highest performance and satisfaction in the country.
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 almost zero risk attached.
Advisers are supported through a 1:1 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, 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 will provide training and qualifications to any members of the team who are working towards the Diploma/Charted level.
Premium offer will be available to Practices offering
. Up to £130m Funds under
Management
. Based Central or West London
For more information please call 01765 698 699 and quote the reference number 176751
Up front budget: £ 200,000
Current turn over circa: £ 1,000,000
Cash offer: Offering to 3.75 x your recurring revenue stream with up to 50% of the consideration up front.
Established since: 2011
Locations: Hertfordshire
Additional Notes: My client has organically grown his client base over the course of the last 7 years since setting up his firm to having over £100m in Funds under management with 9 advisers.
They will in order to ensure maximum client retention ease the clients into their practice not shoehorning clients into any proposition.
To find out more about this excellent acquirer call Ben Spratt on 01765 698 699.
Up front budget: 500000
Current turn over circa: undefined
Cash offer: To 3.5 x your recurring revenue with 50% up front.
Established since: 2013
Locations: Greater London
Locations: London
Additional Notes: Ref number; 391762
A high-quality wealth management firm looking for a fourth successful acquisition. Boasting 99 per cent retention rate of 2 previous acquisitions.
Focusing on providing a high quality service to the ‘middle market’ of UK retail clients investing £15,000 -£150,000.
My client offers a unique opportunity to complete partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients.
If you would like to know more about this firm, or the IFA acquisitions market in your area call Jamie Bradbury on 01765 698 699. We will be happy to answer any questions with free consultations and tailored advice to suit you.
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
