IFA Buyers North West & Cumbria

Up front budget: £ 250,000

Current turn over circa: £ 2,000,000

Cash offer: 4x 50/25/25

Established since: 1990

Locations: Lancashire

Additional Notes: This family business has a reputation for providing quality service to its clients and recently won an award as one of the best places to work. With succession at the heart of its plans and the right balance of experienced advisers and younger talented advisers this busines provides a real long term home for clients in any acquisition. The ideal business will have portfolios in excess of 200k with long established relationships with the existing adviser

For more information please call 01765 698 699 and quote the reference number 177367 ask for Byron Snaith

Up front budget: £ 150,000

Current turn over circa: £ 300,000

Cash offer: 3.75x, 50% upfront, 25% at 12 months, 25% at 24 months.

Established since: 2010

Locations: Preston

Additional Notes: In the industry for over 10 years, younger IFA looking to grow and expand and build something to last them for the next 20 years.

Focused on boutique client banks of 50 - 100 households. An average portfolio size of £200,000+ is highly sought after. Average client charge of 0.5%. Businesses specifically with medical and dental clients would be valued at a significant premium.

For more information please call 01765 698 699 and quote the reference number 177009 ask for Edward Thorpe

Up front budget: £ 1,000,000

Current turn over circa: £ 1,000,000

Cash offer: 4.2x recurring revenue 50/25/25

Established since: 2015

Locations: Greater Manchester

Additional Notes: Experienced acquirer seeking client banks or partial client banks in the North West. with smaller average portfolios of £20K to £200K capable of remote compliant servicing by this telephone and web based business.
With three successful acquisitions and retention levels of between 99 and 100%, this practice is now looking to embark on a sustained acquisition program through 2019.

Having invested heavily recently, to ensure all clients have a dedicated service adviser, the business boasts six experienced regulated individuals with ample capacity to match the planned growth.

Principals who are looking to focus on their core clients and perhaps sell a portion of their clients with lower average portfolios are particularly welcome.
With multiples to 4.2x and 50% deposit upon completion, this is a rare opportunity for principles preparing for a future exit to enhance their average portfolio size and increase their core business value.

For more information please call 01765 698 699 and quote the reference number 176890 ask for Byron Snaith

Up front budget: £ 1,000,000

Current turn over circa: £ 1,000,000

Cash offer: 4.2 x 50/25/25

Established since: 2015

Locations: West Midlands,East Midlands

Additional Notes: Experienced acquirer seeking client banks or partial client banks in the Midlands. with smaller average portfolios of £20K to £200K capable of remote compliant servicing by this telephone and web based business.
With three successful acquisitions and retention levels of between 99 and 100%, this practice is now looking to embark on a sustained acquisition program through 2019.

Having invested heavily recently, to ensure all clients have a dedicated service adviser, the business boasts six experienced regulated individuals with ample capacity to match the planned growth.

Principals who are looking to focus on their core clients and perhaps sell a portion of their clients with lower average portfolios are particularly welcome.
With multiples to 4.2x and 50% deposit upon completion, this is a rare opportunity for principles preparing for a future exit to enhance their average portfolio size and increase their core business value.

For more information please call 01765 698 699 and quote the reference number 176733 ask for Byron Snaith

Up front budget: £ 800,000

Current turn over circa: £ 2,000,000

Cash offer: 4x 60/20/20

Established since: 2008

Locations: Cumbria

Locations: Lancaster,Blackpool,Kendal,Preston

Additional Notes: Cash buyer, experienced acquirer in Cumbria offering to 4 x your recurring revenue stream with up to 60% of the consideration up front.

Cash buyer with a budget up to £1.5m.
My client started their Wealth Management business ten years ago and has gone from strength to strength building up their Funds Under Management (FUM) to over £150m. What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition. They ease the clients in, letting them get to know their business and making sure that they are comfortable with them.
You will obviously be on hand to help the process, warmly introducing them to your clients and be on hand to help provide guidance whenever necessary so you can help them to know your clients as well as you do.
ask for Byron Snaith