IFA Buyers North West & Cumbria

Up front budget: £3,000,000

Current turn over circa: £7,000,000

Cash offer: up to 4x recurring income

Established since: 2008

Additional Notes: There are 15 advisers in Cheshire/Manchester, so you/your clients will have choice over where they go.

Retirement is optional or you can remain as an adviser.

They will preserve the DNA and fees of your business, meaning your clients are much more likely to stay.

For more information please call 01765 698 699 and quote the reference number 181422 ask for Byron Snaith

Up front budget: £500,000

Current turn over circa: £10,000,000

Cash offer: Up to 4x RI

Established since: 2010

Locations: Lancashire

Additional Notes: With a strong presence in Lancashire for over a decade, this firm has earned the trust of clients through their proven service and capabilities, giving you peace of mind your own portfolio will be in good hands going forward.

Despite now operating across eight offices, their priority remains acquiring smaller firms, allowing them to preserve their ‘small firm’ ethos and maintain the high level of personalised, hands-on service their clients value.

The firm is open to considering the office location (depending on circumstances), ensuring continuity for both staff and clients.

For more information please call 01765 698 699 and quote the reference number 181395 ask for Edward Thorpe

Up front budget: £5,000,000

Current turn over circa: £1,000,000

Cash offer: 5x RI

Established since: 2013

Locations: Gloucestershire

Additional Notes: This independent firm is offering a uniquely generous opportunity for South West IFA's.

They are paying up to 5x for a firm with a proven track record for delivery consistent advice and service to their clients.

Additionally, they can pay out the full value for the business over 12 months.

The acquirer can also guarantee no change to the advise or charging structure during the earnout period.

For more information please call 01765 698 699 and quote the reference number 181386 ask for Edward Thorpe

Up front budget: £300,000

Current turn over circa: £600,000

Cash offer: 300000

Established since: 2024

Locations: Cheshire

Additional Notes: We've seen this firm achieve up to 4x RI, significantly above the market average. What makes them particularly compelling is their ability to pay 50% of that value up front, allowing you to capitalise on a high valuation and have the majority of funds in the bank early.

They don’t look to change the existing platforms, investment propositions or even the client fees. Meaning clients experience minimal disruption. This is typically where we see the strongest client retention and ultimately, where sellers are most likely to realise the full value of their business.

For more information please call 01765 698 699 and quote the reference number 181378 ask for Byron Snaith

Up front budget: £250,000

Current turn over circa: £750,000

Cash offer: 4x 60/20/20

Established since: 2015

Locations: Flintshire

Additional Notes:
- Minimal Change to Proposition & Fees
- Capacity to ensure maximum client retention

For more information please call 01765 698 699 and quote the reference number 181225 ask for Byron Snaith

Up front budget: £250,000

Current turn over circa: £1,000,000

Cash offer: 60/20/20 4.25x

Established since: 2010

Locations: Manchester

Additional Notes:
- 4 previous acquisitions boasting 100% client retention
- Premium for those with average households >£250k

For more information please call 01765 698 699 and quote the reference number 181158 ask for Byron Snaith

Up front budget: £250,000

Current turn over circa: £400,000

Cash offer: 60/20/20 to 4x

Established since: 2015

Locations: Lancashire

Locations: Blackburn

Additional Notes:
- Family IFA Business with long term growth plans and a
team of 5 with capacity to look after your clients

- This is a £50m AUM looking to add £10m to £20m in
the next 12 months

- Premium Multiples of 4x for firms with average
portfolios in excess of £350k

For more information please call 01765 698 699 and quote the reference number 181044 ask for Byron Snaith

Up front budget: £450,000

Current turn over circa: £2,000,000

Cash offer: 4.5 x 60/20/20

Established since: 2003

Locations: Cheshire

Additional Notes:
- Premium paid for those firms with portfolios >£300k
- 60% on completion as standard

For more information please call 01765 698 699 and quote the reference number 180849 ask for Byron Snaith

Up front budget: £250,000

Current turn over circa: £250,000

Cash offer: 4.5x 60/20/20 Share Purchase

Established since: 2020

Locations: Cheshire

Additional Notes:
Firms with the following profile will attract a premium in excess of 4x recurring revenue

- No Db Transfer business / Equity Release
- No claims ongoing or upheld
- Principal & Staff willing to stay on for min 24 months

For more information please call 01765 698 699 and quote the reference number 91475 ask for Edward Thorpe

Up front budget: £250,000

Current turn over circa: £2,000,000

Cash offer: 50/25/25 4x

Established since: 2009

Locations: Cheshire

Additional Notes:
- Chartered Business
- 5 Previous Successful Acquisitions
- Internal Capital for Acquisition

For more information please call 01765 698 699 and quote the reference number 180459 ask for Byron Snaith

Up front budget: £500,000

Current turn over circa: £10,000,000

Cash offer: 4.25 x recurring 60% deposit

Established since: 2006

Locations: Manchester

Additional Notes:
- Experienced Planning Team of 23 Advisors
- Capacity to ensure seamless integration of clients
- Minimal change to Investment Proposition
- 6 successful acquisitions of Retiring IFAs with retention
- rates of 98%
- Share or Asset Purchase

For more information please call 01765 698 699 and quote the reference number 180408 ask for Byron Snaith

Up front budget: £550,000

Current turn over circa: £2,000,000

Cash offer: 4x 65/20/15

Established since: 2005

Locations: Lancashire

Locations: Manchester

Additional Notes:
-Vouched For Top Rated Firm in 2022
-Experienced Pensions & Investments Advisory Team
-Capital Reserves to Acquire now
-Minimal change to proposition/charging structure
-Track record of successful acquisition and integration
-Premiums offered for firms with HNW clients. > £500k

For more information please call 01765 698 699 and quote the reference number 180311 ask for Byron Snaith

Up front budget: £7,500,000

Current turn over circa: £3,500,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2016

Locations: Greater Manchester

Additional Notes: With an average client portfolio above £1m, you can be sure your HNW clients are being looked after by experienced advisers.

Premiums will be paid for businesses with average portfolio sizes per-household above £700k.

For more information please call 01765 698 699 and quote the reference number 180184 ask for Byron Snaith

Up front budget: £10,000,000

Current turn over circa: £18,000,000

Cash offer: 5x Recurring Share Purchase to 10x EBITDA

Established since: 2015

Locations: Lancashire

Additional Notes: -£50m acquisition fund
-£6.5 billion FUM looking to grow via acquisition of
quality Lancashire & Cheshire firms.
-Happy to keep on the proprietor/staff/premises to work
with the business.
-Not interested in rocking the boat; no increase in client
charge, no migration of investment proposition. Focus
on absolute continuity within the business.
-This business has paid 5x recurring for acquisitions in
2023 and 2023 with as much as 70% on day one
-Bespoke structures for hub businesses with upside
-Locations
Manchester Stockport Oldham Chester Bolton Wigan
Warrington Liverpool Lancaster Crewe

For more information please call 01765 698 699 and quote the reference number 180169 ask for Byron Snaith

Up front budget: £1,000,000

Current turn over circa: £1,500,000

Cash offer: 4.5x

Established since: 2014

Locations: Lancashire

Locations: Manchester

Additional Notes: Local IFA looking to integrate another practice, offering up to 4.5x recurring revenue. Firm has been developed with the client in mind.

The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition, in previous acquisitions the client retention rate is 98%.

For more information please call 01765 698 699 and quote the reference number 179814 ask for Byron Snaith

Up front budget: £700,000

Current turn over circa: £1,500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2009

Locations: Cumbria

Locations: Carlisle

Additional Notes: With previous experience in acquisitions and high retention rates, you can be sure your clients will be well looked after in this long-established firm.

Capacity within the business to ensure continuity of high levels of client service.

For more information please call 01765 698 699 and quote the reference number 179954 ask for Byron Snaith

Up front budget: £400,000

Current turn over circa: £200,000

Cash offer: Up to 4x Recurring Income

Established since: 2003

Locations: Cumbria

Locations: Carlisle

Additional Notes: Being the top performer within the 400+ member network, this IFA has a proven track record of providing outstanding financial advice.

For more information please call 01765 698 699 and quote the reference number 179933 ask for Byron Snaith

Up front budget: £1,500,000

Current turn over circa: £2,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2005

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: Award-winning, independent IFA.

Having been established for 17 years with capacity, this practice has grown well and is now turning over £2,000,000 and is looking at further grwoth through acquisition.

For more information please call 01765 698 699 and quote the reference number 179856 ask for Byron Snaith

Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: Up to 4x Recurring Revenue

Established since:

Additional Notes: My business has been established for Over 10 years, considering expansion via acquisition

For more information please call 01765 698 699 and quote the reference number 179807 ask for Byron Snaith

Up front budget: £200,000

Current turn over circa: £300,000

Cash offer: 60/20/20

Established since: 2011

Locations: Lancashire

Locations: Preston

Additional Notes: Client Banks with average households of £300k plus will attract a premium.
This growing business has the capacity and previous acquisition experience to ensure the highest levels of client service on a face to face basis.

For more information please call 01765 698 699 and quote the reference number 179747 ask for Edward Thorpe