Up front budget: £ 250,000
Current turn over circa: £ 1,000,000
Cash offer: 4.5 X Recurring 60/20/20
Established since: 2013
Locations: Gloucestershire,Wiltshire
Additional Notes: Experienced acquirer seeks Gloucestershire, Wiltshire area IFA firm to expand the advisory arm of this Investment Management Company, with £500,000 cash put aside for acquisitions, offering up to 4.5 x your recurring income and 80% of the consideration in the first 12 months.
This expanding business brings Institutional quality investment management experience to the retail advisory market and will maintain high quality client service to your valued clients. This presents a rare and exciting opportunity for principals to secure a market leading deal and to stay on with teams intact and to develop the business.
For more information please call 01765 698 699 and quote the reference number 177015 ask for Edward Thorpe
Up front budget: £ 150,000
Current turn over circa: £ 200,000
Cash offer: 4x 50/25/25
Established since: 2000
Locations: Swansea
Additional Notes: My client runs a successful Directly Authorised business and can provide a safe pair of hands for clients within an hour of Swansea. Client retention and continuity of service are the key aims to develop relationships with minimal change
For more information please call 01765 698 699 and quote the reference number 176892 ask for Edward Thorpe
Up front budget: £ 400,000
Current turn over circa: £ 400,000
Cash offer: 4x recurring 60/20/20
Established since: 2017
Locations: Somerset
Additional Notes: My client is well established within the Bristol area , growing mainly organically to where they have £38m in FUM now. With plans to ease the clients into the practice and limit the amount of change this represents a safe pair of hands for your business or valued client bank . The firm are what you would call a traditional IFA firm, with a growing business, 2 IFAs and experienced back office staff. This means that when you sell your business to them you will have the full support of the whole team behind you. To find out more about this fantastic acquirer call Byron Snaith on 01765 698 699
For more information please call 01765 698 699 and quote the reference number 176948 ask for Edward Thorpe
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: Gloucestershire
Additional Notes: Experienced acquirer seeking client banks or partial client banks in the South 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 176861 ask for Byron Snaith
Up front budget: £ 500,000
Current turn over circa: £ 750,000
Cash offer: 3.5x 50/25/25
Established since: 2013
Locations: Greater London
Additional Notes: A high-quality telephone-based business looking for a fourth successful acquisition. Boasting 99 per cent retention rate of 2 previous acquisitions of over 7mil AUA.
Focusing on providing a high quality service to the ‘middle market’ of UK retail clients investing 15K -150k, this firm is looking to grow their existing client bank of over 850 active households even further following on from their continual rapid and successful growth since 2013.
This acquirer 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, those struggling to provide profitable review based service to smaller clients and also those looking to head in a different direction but remain in the industry.
Looking for a targeted acquisition to grow their Financial Planning and Investment Management arms the offering for the right firm, up to 3.5 times ongoing adviser fees with 50 per cent deposit on day one with 25 per cent after 12 months and 25 per cent after 24 months.
If you would like to know more about this firm, or the IFA acquisitions market in your area call Byron Snaith on 01765 698 699. We will be happy to answer any questions with free consultations and tailored advice to suit you.
For more information please call 01765 698 699 and quote the reference number 176840 ask for Edward Thorpe
Up front budget: £ 1,000,000
Current turn over circa: £ 8,000,000
Cash offer: 4.5 x 50/50
Established since: 2010
Locations: East Midlands,West Midlands
Additional Notes: The Practice is offering two distinct opportunities:
1. An attractive standard structure of up to 4.5x Recurring Revenue paid over 12 months
2. A unique opportunity to become an Appointive Representative 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 100% of both recurring and new business up until the point where the purchase agreement is executed (more details on request).
The vast majority of Advisors on board are either Charted or Fellows 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 four 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 9:1 ratio of technical support/administration staff to Advisers, enabling a pure advisory focused model and a focus on client contact and support. The team are ideally placed to aid the transitional period and can accommodate a number of new staff in the existing luxury offices who would also benefit from the same lucrative remuneration (more details on request).
. No minimum average portfolio size
. Up to £100m Funds under Management considered
For more information please call 01765 698 699 and quote the reference number 176823 ask for Edward Thorpe
Up front budget: £ 750,000
Current turn over circa: £ 400,000
Cash offer: 4x 60/20/20
Established since: 2017
Locations: Richmond
Additional Notes: My client started their Wealth Management business two years ago and has gone from strength to strength building up their Funds Under Management (FUM) by over double in the last year. They are currently in the process of acquiring their second business, which will grow the firm to over £40m in FUM.
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.
A premium offer will be available to practices offering;
Locations:
Oxford OX Reading RG
Total consideration (GBP):
To £1.5m
Client Base:
A young accumulating client base 50s with clients with at least £50,000 of Funds under management on average.
Staff & Premises:
Staff and premises will definitely be considered for the right business.
For more information please call 01765 698 699 and quote the reference number 176771 ask for Edward Thorpe
Up front budget: £ 500,000
Current turn over circa: £ 300,000
Cash offer: 4x recurring revenue deal structure 50/25/25
Established since: 2008
Locations: Somerset
Additional Notes: Chartered Financial Planners established for over 10 years specialising in advising successful business owners and professional individuals this business develops an intimate understanding of their clients values.
Creating bespoke investment plans they assist clients to make prudent investment decisions to maintain their quality of life. This boutique exclusive practice is committed to excellent work where their attention is completely focused and their energy, enthusiasm and ethics are fully engaged. Client retention levels are excellent as displayed by the discretion, competence and care taken in relationship building post acquisition.
If you have half an eye on retirement, it would be the perfect time for a non-commital, confidential conversation with our client.
For more information please call 01765 698 699 and quote the reference number 176761 ask for Edward Thorpe
Up front budget: £ 500,000
Current turn over circa: £ 1,000,000
Cash offer: 4.25x 60/20/20
Established since: 2000
Locations: Wiltshire
Additional Notes: Wiltshire Chartered Financial Planners, Offering up to 4.25 x your recurring revenue stream with up to 80% consideration paid within 12 months
Established in 2000 this firm and has grown to circa £80 million FUM
This multi disciplined established practice has 8 IFAs and an experienced Management Team and back office support and presents a rare and exciting opportunity for principals to secure a market leading multiple with a bespoke exit strategy
A premium offer will be available to practices offering;
Locations:
Wiltshire
Total consideration (GBP):
To £1 million
Client Base:
A solid and loyal client base with accumulating clients in 50s with at least £200k on average.
Staff & Premises:
Principal and staff can be retained
For more information please call 01765 698 699 and quote the reference number 176669 ask for Edward Thorpe
Up front budget: £ 500,000
Current turn over circa: £ 1,000,000
Cash offer: 4.3x
Established since: 2013
Locations: Devon
Locations: Exeter
Additional Notes: Exeter Award winning Chartered Financial Planners Offering to 4.3 x recurring revenue stream with 50% of the consideration paid day 1.
My client started their Wealth Management business over six years ago and has gone from strength to strength growing to circa£100 million FUM. 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.
This established practice has 3 IFAs and an experienced Management Team and back office support and presents a rare and exciting opportunity for principals to secure a market leading deal and be retained with teams intact.
A premium offer will be available to practices offering;
Locations:
Exeter and a radius of 25 miles
Total consideration (GBP):
To £800k
Client Base:
A solid and loyal client base with accumulating clients in 50s with at least £200k on average.
Staff & Premises:
Principal & Staff can be retained
For more information please call 01765 698 699 and quote the reference number 176748 ask for Edward Thorpe
Up front budget: 150000
Current turn over circa: undefined
Cash offer: 4 x 60/20/20
Established since: 2003
Locations: Cornwall
Locations: Plymouth
Additional Notes: Seasoned Family IFA purchaser – Devon/Cornwall – 300k cash
A seasoned acquirer based in Devon looking to acquire with 300k in cash. Established for 15 years with a holistic approach to Investment Tax & Lifestyle Strategies, this business provides a superb opportunity for a retiring principal to ensure high client service levels are maintained.
With previous acquisition experience this firm is keen to expand on their HNW client bank local to Devon. Providing 3 high quality and experienced advisers with comprehensive back office support this team provides a platinum service to existing clients and the capacity to integrate more.
Operating a DFM and Model portfolio over the last 15 years with monthly investment committee meetings to ensure fund performance and maximum client retention. Trainee advisers have also been recruited in preparation for continued referrals and another successful acquisition. This is a business with succession plans in place looking to take the next step forward in their considered growth.
This experienced and client-centric acquirer is offering up to 4x recurring income with a strong deposit on completion and a flexible handover.
ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
