Up front budget: £500,000
Current turn over circa: £300,000
Cash offer: Up to 4x Recurring Income
Established since: 2016
Additional Notes: This business has already been established for nearly a decade, while the directors are in their early 30's, so have plans to carry on for another 20-30 years, meaning your clients can stay with the same firm through their retirement.
As an IFA, there is no intention to make drastic changes to your investment proposition, so from your clients point of view there will be minimal changes and so should lead to higher client retention.
Premiums will be paid for firms between 10-50m FUM, with average household values above £200k.
For more information please call 01765 698 699 and quote the reference number 179994 ask for Edward Thorpe
Up front budget: £250,000
Current turn over circa: £450,000
Cash offer: Up to 4x
Established since: 2022
Locations: West Midlands
Additional Notes: Backed by a proven track record in acquisitions, this firm has demonstrated an impressive client retention rate close to 100%. They have the systems in place to ensure a seamless, stress-free transition for all parties involved.
The firm is open to advisers staying on for 1-2 years to help bed in the clients over a warm handover. To ensure continuity and client retentions during the transition. They are also open to quicker handovers, giving you flexibility in your exit plans.
This individual has been in the industry for over 20 years, meaning you can be assured that your clients will be working with a very capable and trustworthy adviser.
For more information please call 01765 698 699 and quote the reference number 181394 ask for Edward Thorpe
Up front budget: £300,000
Current turn over circa: £1,000,000
Cash offer: 300000
Established since: 1967
Locations: Greater Manchester
Locations: Manchester
Additional Notes: An asset purchase allows you to sell just the valuable parts of the business, like their client book and goodwill, without transferring any company debts or liabilities. This creates a cleaner, simpler deal with less risk after completion and usually results in a quicker sale process.
Bespoke exit options available including retention of principal staff and premises to ensure maximum retention and continuity of existing invesment proposition.
For more information please call 01765 698 699 and quote the reference number 181353 ask for Byron Snaith
Up front budget: £5,000,000
Current turn over circa: £10,000,000
Cash offer: Up to 4.5x Recurring Revenue
Established since: 2015
Additional Notes: Having acquired 7 times over the past year, this firm have great experience in acquisitions which will lead to a smoother process for you and your clients.
With several offices throughout the UK, they will be able to pick up and service your clients how you currently service them, meaning a smooth integration for your clients.
For more information please call 01765 698 699 and quote the reference number 181314 ask for Edward Thorpe
Up front budget: £170,000
Current turn over circa: £60,000
Cash offer: Up to 4-4.5x RI
Established since: 2016
Locations: Cheshire
Locations: Crewe
Additional Notes: - My client is a well-established practice coming back to the market with plans to accelerate growth by partnering with like-minded, client-focused firms that prioritise caring for their teams.
- Backed by a proven track record in acquisitions, this firm has demonstrated an impressive client retention rate of over 90%. They have the systems in place to ensure a seamless, stress-free transition for all parties involved.
- My client is open to considering the office location (depending on circumstances), ensuring continuity for both staff and clients.
- This practice is committed to retaining your team and offering exceptional opportunities for personal and professional development, ensuring they’ll be well-supported in the future.
- With a strong presence in the Crewe area for over a decades, 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.
- Due to capacity, my client can offer you the option to stay on in a long term consultancy role or walk away after a short handover, giving you ultimate flexibility in your exit plans.
For more information please call 01765 698 699 and quote the reference number 181290 ask for Byron Snaith
Up front budget: £600,000
Current turn over circa: £750,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2019
Locations: West Midlands
Additional Notes: This buyer has acquired successfully before ensuring a smooth process for you and your clients.
There is also a solution for lower value clients, meaning that all clients will be taken on and serviced in an acquisiiton.
For more information please call 01765 698 699 and quote the reference number 181141 ask for Edward Thorpe
Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 4.3x Recurring Income
Established since: 1994
Locations: West Midlands
Additional Notes: Coventry based wealth managing housing £200m of clients assets with £2m of cash looking to integrate a well established IFA
They can offer up to 4.5x recurring income whilst paying 60% of the consideration upfront. This is 1.5x more than the majority of the market place whilst offering 20-25% more upfront.
This acquirer is incredibly flexible on what they can offer the retiring owner. They will maintain staff and investment proposition whilst offering the owner the ability to continue on servicing the clients or an ambassadorial role during the integration period.
For more information please call 01765 698 699 and quote the reference number 180163 ask for Edward Thorpe
Up front budget: £200,000
Current turn over circa: £8,000,000,000
Cash offer: 4.5x Recurring Income
Established since: 1998
Locations: East Midlands
Locations: Leicester
Additional Notes: Award Winning Independent Wealth Management Firm Paying 4.5x Recurring Income.
- The firm paid 4.5 Recurring Income for two businesses purchased in 2021 (both asset sales) and flexible with payment structure. The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition. All staff in both businesses were offered a position.
- Principles are encouraged to stay on in the Practice post acquisition focusing on solely on managing clients and new business if desired with central functions and the managing of the Practice handled by the parent firm. Principles will be generously compensated for both the managing of existing client and the introduction of the new clients to the firm (more details on request).
- The vast majority of advisors on board are either Charted or Award Winning and all are advocates of a tailored approach to both the executing of advice and the delivery standard. The firm has a deep founded face to face model with advisors cover the distance of the Midlands and South UK where clients are seen up to two 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.
A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Share purchase or Asset purchase option
. AUA Between £20m - £275m
For more information please call 01765 698 699 and quote the reference number 179882 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: 4x Over 24 months
Established since: 2010
Locations: Leicestershire
Locations: Leicester
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.
Firms with average portfolio size of £200K plus and ongoing charges of 0.5% will be offered a premium.
For more information please call 01765 698 699 and quote the reference number 179633 ask for Edward Thorpe
Up front budget: £400,000
Current turn over circa: £100,000
Cash offer: Up to 4x Recurring Income
Established since: 2012
Locations: West Midlands
Locations: Birmingham
Additional Notes: This West Midlands IFA has grown through a successful combination of client and professional referrals. Premiums will be offered for those businesses with average portfolios in excess of £200k
For more information please call 01765 698 699 and quote the reference number 178253 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £100,000
Cash offer: Up to 4x RI
Established since: 8
Locations: West Midlands
Locations: Birmingham
Additional Notes: The business has been established for 5-10 years, Looking for Birmingham and surrounding areas.
Tiered charging structure ensuring the clients get the best service, bringing them on gradually during a warm handover.
For more information please call 01765 698 699 and quote the reference number 178678 ask for Edward Thorpe
Up front budget: £3,000,000
Current turn over circa: £500,000
Cash offer: up to 4x recurring revenue and up to 70% upfront over 12 months
Established since: 2001
Locations: Nottinghamshire
Locations: Nottingham
Additional Notes: - Bespoke exit options available including retention of principal, staff and premises to ensure maximum retention and continuity of existing investment proposition.
- Firms with average portfolio size of £200K plus and ongoing charges of 0.5% will be offered a premium
For more information please call 01765 698 699 and quote the reference number 179608 ask for Edward Thorpe
Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: 4.5x recurring income
Established since: 1994
Additional Notes: Coventry based wealth managing housing £200m of clients assets with £2m of cash looking to integrate a well established IFA
They can offer up to 4.5x recurring income whilst paying 60% of the consideration upfront. This is 1.5x more than the majority of the market place whilst offering 20-25% more upfront.
This acquirer is incredibly flexible on what they can offer the retiring owner. They will maintain staff and investment proposition whilst offering the owner the ability to continue on servicing the clients or an ambassadorial role during the integration period.
For more information please call 01765 698 699 and quote the reference number 179314 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £550,000
Cash offer: 4.3x recurring income
Established since: 2000
Additional Notes: Cardiff based IFA with a £500,000 war-chest offering high levels of continuity
This firm is offering up to 4.2x recurring income which is 1.2x more than where the market is in South Wales, illustrating the premium price they are prepared to pay.
This firm will offer continuity in platform and investment philosophy of the retiring IFA owner which limits any change from the clients perspective ensuring high level of client retention.
They have bought 4 firms in the past retaining over 95% of clients in the integration, paying the retiring owners in full.
For more information please call 01765 698 699 and quote the reference number 179296 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £1,000,000
Cash offer: 4.5x recurring income
Established since: 1980
Locations: West Midlands
Locations: Wolverhampton
Additional Notes: This firm is offering up to 4.5x recurring income for the right practice. This is 1-1.5x more than the average west midlands based IFA has sold for this year.
This is a chartered firm with a 2:1 support staff to advisor to allow the advisor the ability to offer personal and bespoke financial planning.
A premium price is offered for the following:
- west midlands based firm
- charging structure between .5-1%
- pensions & investments based business
- average client portfolio size over £100,000
For more information please call 01765 698 699 and quote the reference number 179021 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £650,000
Cash offer: 4.5x recurring revenue
Established since: 2000
Additional Notes: Local practice offering 4.5x for the right firm who has a strong relationship between the advisor and clients. This is a significant premium offered for a loyal client base.
This firm is ensuring continuity in how the clients are serviced and the investment proposition. They will continue with any platforms involved. Therefore, there is minimal change from the clients perspective, keeping them happy and increasing the likelihood of high levels of client retention.
There is the possibility for the principle to stay on advising the clients for a few years on a self employed basis on top of receiving the capital lump sum for the business. Alternatively the principle has the option for a remunerated ambassadorial role to ensure client retention resulting in you getting paid in full for the business.
For more information please call 01765 698 699 and quote the reference number 179207 ask for Edward Thorpe
Up front budget: £500,000
Current turn over circa: £750,000
Cash offer: 4.5x recurring revenue
Established since: 2010
Additional Notes: This firm is offering 4.5x recurring revenue for a high quality local IFA. This is actually 1.5x higher than the average in the region meaning you will maximise the capital value of the business
This firm offers 2 chartered IFA's offering a personal face to face approach to advising with the support of 2 administrators and 1 paraplanner. Resultantly, the advisors have the capacity to see a client multiple times a year.
This firm has a warchest of over £500,000 and offering premium pricing for the following:
- West Midlands based IFA
- Predominately Pensions and Investments
- Average client portfolio size being over £40,000
For more information please call 01765 698 699 and quote the reference number 179206 ask for Edward Thorpe
Up front budget: £1,000,000
Current turn over circa: £1,800,000
Cash offer: 4x recurring revenue
Established since:
Locations: West Midlands
Additional Notes: West Midlands based IFA managing £150m of clients funds seeking their 5th successful business integration
This client is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.
There are 5 chartered advisors to look after your clients with paraplanning and admin support at their disposal. Therefore, your clients will be serviced by high quality staff with the time and resources to provide that bespoke, personal service.
This firm has successfully integrated 4 firms into the practice over the last 5 years, achieving incredibly high levels of client retention, over 90% throughout. Thus, ensuring safe pair of hands to look after your life's work, increasing the confidence in being paid in full in the deferred elements.
For more information please call 01765 698 699 and quote the reference number 178714 ask for Edward Thorpe
Up front budget: £700,000
Current turn over circa: £1,500,000
Cash offer: AR route with up to 4x recurring revenue guaranteed buyout
Established since: 2005
Locations: West Midlands
Additional Notes: This firm is representing a unique proposition, offering a vendor to come into the umbrella of the practice as an Appointed Representative including a guaranteed buyout in a future time period with a multiple up to 4x recurring revenue.
Therefore, the vendor will join the firms compliance regime paying a % of revenue for this, whilst earning the revenues from still running the business as an AR.
Multiple levels of support and service can be offered depending on your preferences, with costing being worked out accordingly. This can significantly free up time whilst allowing the ability to concentrate on servicing the clients and can actually produce higher profit margins.
This firm has successfully integrated 5 businesses, achieving an impressive 98% client retention on average.
For more information please call 01765 698 699 and quote the reference number 178641 ask for Edward Thorpe
Up front budget: £200,000
Current turn over circa: £300,000
Cash offer: Up to 4.2x Recurring Revenue
Established since: 2002
Locations: Walsall
Additional Notes:
Chartered, Local Firm Looking to Pay Over a Period of 12 Months Paying up to 4.2x Recurring Revenue for the Right Practice (see details below)
Clients taken on through an acquisition would be cared for personally by a highly experienced and qualified partner of the firm to ensure the best possible level of advice is provided. The quality of advisory services and complete flexibility to continue the current level of client interaction and servicing proposition will ensure near 100% retention on any business brought on board.
A Premium offer will be available to practices offering;
. Firms between £10-20m FUM
. Firms charging an ongoing fee of 0.5% or less
For more information please call 01765 698 699 and quote the reference number 178219 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
