Up front budget: £500,000
Current turn over circa: £0
Cash offer: Over 4x Recurring Revenue
Established since: 2021
Locations: Devon
Locations: Exeter
Additional Notes: Happy to retain the premises and staff of all levels within the business.
Won't look to alter the investment proposition, keeping continuation for the clients.
For more information please call 01765 698 699 and quote the reference number 180018 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £5,000,000
Cash offer: 1000000
Established since: 2000
Locations: Cardiff
Additional Notes: - Unique opportunity for a retiring IFA to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition.
- Purchaser is willing to pay up to 4x recurring revenue over a 2 year period and offering 75% of the total sale price in the first year.
- Offering the principal the ability to stay on for a number of years to ensure clients get a warm introduction.
For more information please call 01765 698 699 and quote the reference number 179989 ask for Edward Thorpe
Up front budget: £1,200,000
Current turn over circa: £1,000,000
Cash offer: Up to 4x Recurring Income
Established since: 2016
Locations: Surrey
Locations: Guildford
Additional Notes: This buyer is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.
Will maintain investment proposition for up to 2 years.
With an expanding, ambitious business with 5 fully qualified chartered advisors, you can be assured that your clients will be very well looked after by the Director and his support team.
Handover period of up to 2 years welcome as well as the flexibility of employment of further staff in the business.
They would be able to pay a premium of over 4x recurring revenue for average portfolios of above £200k and average ages in the early 50s.
For more information please call 01765 698 699 and quote the reference number 179912 ask for Edward Thorpe
Up front budget: £12,000,000
Current turn over circa: £23,000,000
Cash offer: Up to 9x EBITDA
Established since: 2015
Locations: Devon/Cornwall
Additional Notes:
- 80% of Consideration will be paid in the first 12 months significantly de-risking the transaction
- For the right business, the firm will look to pay up to 9x EBITDA / 4-4.5x Recurring Income
- The Purchaser will Retain the brand for at least the first year, preserving the local touch of your firm thus aiding with the transition
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Housing assets between £80m-£500m FUM
. Firms in the Cornwall, Plymouth, Exeter, Taunton, Truro, Torquay and the Surrounding Areas
For more information please call 01765 698 699 and quote the reference number 179880 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £2,000,000
Cash offer: Up To 3.75x Recurring Income - Share Sale
Established since: 2013
Locations: West Glamorgan
Locations: Cardiff
Additional Notes: The firm has taken on board 4 IFA Practices in the last 15 years, on the three most recent acquisition no clients were lost and the owners received more than 100% of the original value of the business.
A premium offer will be available to the following:
. Located in Cardiff
. Practices from £10m-50m Funds under Management
. Principles who wish to retire post completion or remain in the business on an attractive salary (enquire for more details)
For more information please call 01765 698 699 and quote the reference number 179852 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £100,000
Cash offer: Up to 4x Recurring Income
Established since: 2021
Locations: Hertfordshire
Locations: St Albans
Additional Notes: Have acquired a practice previously, meaning this purchaser is comfortable with the process and have proven they are a serious acquirer, with strong ambitions for the future.
Happy to keep the principle on for 1-2 years to assist in the integration of clients, with flexibility to remain even longer.
A number of chartered advisors meaning your clients will have flexibility with a qualified proffesional.
For more information please call 01765 698 699 and quote the reference number 179354 ask for Edward Thorpe
Up front budget: £200,000
Current turn over circa: £400,000
Cash offer: Up to 4x Recurring Income
Established since: 2019
Locations: Monmouthshire
Locations: Newport
Additional Notes: With 17 years of experience, growth to £400k turnover and strong ambitions for the next 30 years, your clients will be in strong hands.
The practice is happy to keep the same investment proposition for the first 12 months, ensuring maximum retention of clients.
A client-focused IFA, they will ensure that each client is brought onboard smoothly and will take the time to understand each of their needs.
For more information please call 01765 698 699 and quote the reference number 179471 ask for Edward Thorpe
Up front budget: £750,000
Current turn over circa: £1,200,000
Cash offer: 4.3x recurring revenue
Established since: 2010
Additional Notes: This firm is offering over 4x recurring revenue for a south wales based IFA. This is actually 1x more than the average for a quality IFA firm in the region.
This firm has completed on 3 acquisitions in the past only losing one client across them all. Thus, they have a proven track record of successfully integrating client and maintaining strong client relationships.
They have paid in full in every acquisition they have completed on which means it's a very safe pair of hands to take on your life's work and realising every pound, shilling and pence of value in the business.
For more information please call 01765 698 699 and quote the reference number 179209 ask for Edward Thorpe
Up front budget: £5,000,000
Current turn over circa: £3,000,000
Cash offer: up to 4.5x recurring income
Established since: 2001
Additional Notes: Outstanding regional IFA which is highly experienced in acquiring seeking another high quality firm with a war-chest of over £5m
This firm is offering up to 4.5x recurring income, which is actually 1-1.5x more than what we sold local competitor businesses for this year.
They have completed on 12 acquisitions achieving on average over 95% client retention rate. Therefore, you can be confident that your clients will be happy with the level of service they will receive. Resultantly, this firm has paid in full for every business they have bought, meaning it is highly likely you will receive every pound, shilling and pence for your firm.
A premium price will be offered to those firms who:
- have an average client portfolio size of over £100,000
- Charge their clients between 0.35%-1%
- Are South West based
For more information please call 01765 698 699 and quote the reference number 179192 ask for Edward Thorpe
Up front budget: £1,500,000
Current turn over circa: £2,000,000
Cash offer: 4x 50/25/25
Established since: 2010
Additional Notes: Local IFA offering to retain staff and principal housing over £200m of clients assets seeking their second successful business integration.
This firm is offering up to 4x recurring revenue with 50% of total consideration being paid upfront and two deferred instalments over the course of 24 months.
This firm has successfully integrated two practicea boasting 100% client retention. Resultantly, all principles have been paid in full meaning that it is a very safe pair of hands to pass on your life's work to.
For more information please call 01765 698 699 and quote the reference number 179188 ask for Edward Thorpe
Up front budget: £1,500,000
Current turn over circa: £3,500,000
Cash offer: Up to 4x recurring revenue
Established since:
Additional Notes: Boutique Wealth Management Firm With an All Chartered Adviser Team Offering a Consultancy Position to Retiring Practice Owners
- Position for the principal to take on a consultancy/advisory role within the new firm
- The business is looking to take on good quality staff members to maximize continuity in any transition
- Demonstrable, previous success in integrating Practices where client retention has been upward of 97% with principals paid out in full
A Premium offer will be available to Practices of the following profile:
. Located in the Bath, Bristol, Salisbury and the surrounding area
. Average client size of £200,000 or more
. Funds under management between £20-£150m FUM
For more information please call 01765 698 699 and quote the reference number 178905 ask for Edward Thorpe
Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: 4.5x Recurring Revenue
Established since:
Additional Notes: Local IFA housing over £200m FUM seeking their tenth successful business integration achieving 95% client retention on average
This firm is offering up to 4.5 recurring revenue with 60% of the total consideration being paid upfront and two deferred elements over 24 months.
They have successfully integrated 9 IFA practices paying the principals in full and offering the opportunity to speak to a past principal to understand their experience
For more information please call 01765 698 699 and quote the reference number 178887 ask for Edward Thorpe
Up front budget: £600,000
Current turn over circa: £1,500,000
Cash offer: 4x - 50/25/25
Established since:
Additional Notes: South West based IFA looking to integrate another business with a warchest of over £!m
This firm is offering 4 x recurring revenue for the right practice and offers to keep a high level of continuity.
For more information please call 01765 698 699 and quote the reference number 178837 ask for Edward Thorpe
Up front budget: £190,000,000
Current turn over circa: £50,000,000
Cash offer: 6x EBITDA or 4x Recurring Revenue
Established since: 2000
Additional Notes: Completely Independent National Firm with £190m of secured finance looking to integrate high quality IFA's offering incredibly generous packages including high levels of continuity
This firm has successfully completed on over 50 acquisitions achieving over 90% of client retention and ensuring to pay in full to the principal.
They offer principals to be retained on a self-employed basis whilst capitalising on the full value of the business, including the staffing and structure of the business.
A premium price will be offered to the following businesses:
- Those who have an average client portfolio size of over £250,000
- Nationwide
- Comprehensive back office system and investment proposition
For more information please call 01765 698 699 and quote the reference number 178866 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: 4x recurring revenue
Established since: 2015
Additional Notes: Local IFA offering to retain staff and principal housing over £200m of clients assets seeking their second successful business integration.
This firm is offering up to 4x recurring revenue with 50% of total consideration being paid upfront and two deferred instalments over the course of 24 months.
This firm has successfully integrated another practice boasting 100% client retention.
For more information please call 01765 698 699 and quote the reference number 178835 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £350,000
Cash offer: 4x recurring revenue
Established since:
Additional Notes: Growing regional IFA managing over £50m FUM looking for their next successful business integration ensuring high levels of continuity with a war-chest of £750,000.
This client is offering a premium price of 4x recurring revenue with 50% of the total consideration being paid upfront and 2 deferred elements of 25% over 2 years.
They have been incredibly successful in integrating another practice through offering continuity in the investment proposition and client servicing.
A premium price will be paid for practices offering:
. Locations of Bristol, Bath, Taunton and Swindon
. £10-35m FUM
. Principals available to stay on for a handover period and client average portfolio size being over £100,000
For more information please call 01765 698 699 and quote the reference number 178778 ask for Edward Thorpe
Up front budget: £400,000
Current turn over circa: £3,000,000
Cash offer: Up to 3.8x recurring revenue
Established since: 2003 ask for Edward Thorpe
Additional Notes: Experienced and Successful Local Independent Wealth Manager with a Unique Approach to Acquisitions (See below for Details)
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 to either the investment proposition or service to clients. The firm can continue running portfolios in an advisory or discretionary basis in an active, passive or bespoke fashion. 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.
Advisers are supported through a 1:1 ratio of highly qualified para planners and 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. Most new clients will cared for personally by a highly experienced and qualified partner of the firm.
A Premium Offer Will be Available to the Following Practices:
Up front budget: £10,000,000
Current turn over circa: £2,000,000
Cash offer: 60/20/10/10
Established since: 2015
Locations: Bristol
Additional Notes: Private Equity backed national IFA located in the Bath/Bristol region seeking to integrate another practice whilst ensuring high levels of continuity offering up to 7.5x EBITDA.
This firm is offering incredible levels of continuity, ensuring that they will not shoehorn any clients into their investment proposition. They operate as local offices all individualistic in their own right.
The firm is solely independent, willing to retain the principal, offering autonomy in terms of how they run the business and staying away from a target driven model. They also offer a share % of the topco. involved in the acquisition.
For more information please call 01765 698 699 and quote the reference number 178561 ask for Edward Thorpe
Up front budget: £250,000
Current turn over circa: £650,000
Cash offer: 4x reucrring recurring
Established since: 2012
Locations: Devon
Additional Notes: Local IFA housing £65m FUM looking to integrate another practice, offering up to 4x recurring revenue. Firm has been developed with the client in mind including a 1:1 advisor to support staff.
This firm is offering 4x recurring revenue for the right practice with 50% of the total consideration being paid upfront with 2 deferred elements over 24 months.
This firm has developed the foundations with technology at the forefront all for the purpose of providing the most efficient and effective service to the client. They employ 1 back office staff per advisor so the advisor can concentrate on providing the personal, face to face service
For more information please call 01765 698 699 and quote the reference number 178655 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £1,200,000
Cash offer: 4x 60/20/20
Established since:
Locations: West Midlands
Additional Notes: My client is offering up to 4x recurring revenue with 60% of the total consideration being paid upfront, 80% to be paid within 12 months and 100% after 2 years.
A truly client centric firm employing more than 5 advisers that have 11 back office staff at their disposal. This provides the time and ability for the adviser to service the clients fully. This firm values the input from the principal to determine which adviser is best suited for each individual client.
The firm has completed on 5 successful business integrations achieving 100% client retention on the most recent one, whilst having 98% on average across the 5. Thus portraying that they are a very safe pair of hands to leave your life's work with
For more information please call 01765 698 699 and quote the reference number 178622 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
