Retiring IFA - IFA Buyers South West

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IFA Buyers South West

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South West
South West
Experienced and Successful Local Independent Wealth Manager with a Unique Approach to Acquisitions (See below for Details)
Ref: 178737
Read more about Experienced and Successful Local Independent Wealth Manager with a Unique Approach to Acquisitions (See below for Details)
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178737 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
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
Ref: 178561
Read more about 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
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178561 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
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.
Ref: 178655
Read more about 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.
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178655 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Coventry Based IFA holding over £200m FUM seeking their sixth successful acquisition willing to pay up to 4x recurring revenue
Ref: 178622
Read more about Coventry Based IFA holding over £200m FUM seeking their sixth successful acquisition willing to pay up to 4x recurring revenue
OM
For more information call 01765 698 699 and quote reference Buyer Ref: 178622 - Ask for Oliver Macer
REQUEST INFORMATION CALL NOW
South West
South West
Regional IFA managing £200m of clients assets seeking their sixth successful business integration.
Ref: 178608
Read more about Regional IFA managing £200m of clients assets seeking their sixth successful business integration.
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178608 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Newport and Cardiff Based Purchaser Who have Successfully Integrated 4 Practices to Date and Take a Minimal Change Approach to Integrating Business
Ref: 177847
Read more about Newport and Cardiff Based Purchaser Who have Successfully Integrated 4 Practices to Date and Take a Minimal Change Approach to Integrating Business
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 177847 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Bristol Boutique Wealth Management Firm With an All Chartered Advisory Team Offering a Consultancy Position to Retiring Practice Owners
Ref: 178540
Read more about Bristol Boutique Wealth Management Firm With an All Chartered Advisory Team Offering a Consultancy Position to Retiring Practice Owners
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178540 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
South West Based IFA holding over £200m FUM seeking their sixth successful acquisition willing to pay up to 4x recurring revenue
Ref: 178528
Read more about South West Based IFA holding over £200m FUM seeking their sixth successful acquisition willing to pay up to 4x recurring revenue
OM
For more information call 01765 698 699 and quote reference Buyer Ref: 178528 - Ask for Oliver Macer
REQUEST INFORMATION CALL NOW
South West
South West
Gloucestershire/South Wales Based IFA Practice With a Long History of Success in Acquisitions, an All Advisory Proposition and a Commitment not to Move Client Fees Post Integration
Ref: 178512
Read more about Gloucestershire/South Wales Based IFA Practice With a Long History of Success in Acquisitions, an All Advisory Proposition and a Commitment not to Move Client Fees Post Integration
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178512 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Taunton based Wealth Management Firm holding £500m FUM, seeking their 11th successful business integration, with £1m of cash at their disposal
Ref: 178464
Read more about Taunton based Wealth Management Firm holding £500m FUM, seeking their 11th successful business integration, with £1m of cash at their disposal
ET
For more information call 01765 698 699 and quote reference Buyer Ref: 178464 - Ask for Edward Thorpe
REQUEST INFORMATION CALL NOW
South West
South West
Bournemouth based firm managing over £!60m FUM with experience of multiple business integrations, holding £500,000 cash, offering exceptional client service and a principal transitional period.
Ref: 178462
Read more about Bournemouth based firm managing over £!60m FUM with experience of multiple business integrations, holding £500,000 cash, offering exceptional client service and a principal transitional period.
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178462 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Family orientated practice with cash to buy, offering high levels of continuity
Ref: 178461
Read more about Family orientated practice with cash to buy, offering high levels of continuity
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178461 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Somerset based firm with successful experience of 3 business integrations holding £600,000 of cash willing to pay 4x recurring revenue over 18 months.
Ref: 178458
Read more about Somerset based firm with successful experience of 3 business integrations holding £600,000 of cash willing to pay 4x recurring revenue over 18 months.
ET
For more information call 01765 698 699 and quote reference Buyer Ref: 178458 - Ask for Edward Thorpe
REQUEST INFORMATION CALL NOW
South West
South West
Cardiff Based Purchaser Offering a Position for Principals for 1-2 years (details of package on request), Cash Secured for an Equity Buy-Out and a Minimal Change Approach to Integrating Practices
Ref: 178350
Read more about Cardiff Based Purchaser Offering a Position for Principals for 1-2 years (details of package on request), Cash Secured for an Equity Buy-Out and a Minimal Change Approach to Integrating Practices
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178350 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Gloucestershire Based Chartered IFA, Established for Over Six Decades With a Demonstrable Track Record of Success in Integrating Practices
Ref: 176917
Read more about Gloucestershire Based Chartered IFA, Established for Over Six Decades With a Demonstrable Track Record of Success in Integrating Practices
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 176917 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Fully Independent Wealth Management Firm With a Very Experienced Management team Looking to Take on The Right People as Well as the Right Practice
Ref: 178171
Read more about Fully Independent Wealth Management Firm With a Very Experienced Management team Looking to Take on The Right People as Well as the Right Practice
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178171 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Experienced, Local Purchaser Who is Looking to Keep all Clients On the Same Platform and in the Same Advisory Models (or Bespoke/DFM offering if applicable)
Ref: 178167
Read more about Experienced, Local Purchaser Who is Looking to Keep all Clients On the Same Platform and in the Same Advisory Models (or Bespoke/DFM offering if applicable)
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 178167 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Multi-Office IFA Offering and a Unique Approach to Acquisitions (See Below for Details) and Succession Planning With Funding Secured for a 2020 Acquisition.
Ref: 177948
Read more about Multi-Office IFA Offering and a Unique Approach to Acquisitions (See Below for Details) and Succession Planning With Funding Secured for a 2020 Acquisition.
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 177948 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
South West
South West
Chartered and Multi-Award Winning South Wales / Gloucester Based IFA Practice Offering a Unique Sell and Stay Option To Principles Wishing to Continue Working
Ref: 178112
Read more about Chartered and Multi-Award Winning South Wales / Gloucester Based IFA Practice Offering a Unique Sell and Stay Option To Principles Wishing to Continue Working
ET
For more information call 01765 698 699 and quote reference Buyer Ref: 178112 - Ask for Edward Thorpe
REQUEST INFORMATION CALL NOW
South West
South West
Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and a Unique Approach Which Guarantees Payment for Retiring Principles
Ref: 90742
Read more about Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and a Unique Approach Which Guarantees Payment for Retiring Principles
TH
For more information call 01765 698 699 and quote reference Buyer Ref: 90742 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
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