IFA Buyers West Midlands

Up front budget: £1,500,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.1-4.2x Recurring Revenue

Established since: 1991

Locations: Birmingham

Additional Notes:
Birmingham Based Independent and Bespoke Wealth Management Firm looking to Take on Board Both Principles and Staff Members (the Firm has a Successful Track Record of Acquisitions)

Al advisers on board are a minimum of Chartered 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 regularly taking out clients to the Rugby, Hose Racing, Theater and various seminars.

Principe's can either partake in a handover of clients My client is encouraging any retiring principles to remain in the business for 2-4 years to ensure the maximisation of value as well as complete succession planning on a large proportion of new business. Principles will be compensated on a generous package during this time for both managing the clients and bringing in new business (more details on request).

The practice is offering a minimal change proposition (importantly including charging structure and platform) other than development of the business model or the staff for any business taken on board. The continuity within the acquisition strategy alongside the strong cash flow generation means any installment payments the years post acquisition have almost zero risk attached.

A Premium offer will be available to practises offering;

. Between £30m - £200m in Funds Under Management
. An average client portfolio size of £300,000 plus (not essential)
. Principles who wish to either handover clients and leave or remain in the business for a 2-6 year period

For more information please call 01765 698 699 and quote the reference number 178280 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: to 4x 50/25/25

Established since: 2011

Locations: West Midlands

Additional Notes: An Independent Financial Group that is a privately owned family business with a track record of 7 successful acquisitions since 2011.
• Established academy system to provide home grown talent
• Utilize a ‘pod’ system consisting of a leading qualified IFA with a qualified assistant that can complete paperwork and write reports as well as dealing with day to day client queries. This is in turn supported by an admin person that handles all the back office processes ensuring the highest client service standards.

Bespoke exit plans available

For more information please call 01765 698 699 and quote the reference number 177854 ask for Edward Thorpe

Up front budget: £4,000,000

Current turn over circa: £70

Cash offer: Up to 7x Adjsuted Profit

Established since: 1968

Locations: Bristol

Additional Notes:

Highly Unique Opportunity to Receive a Significant Cash Premium for the Practice, Continue with Business as Usual While Removing all Responsibilities of Ownership (if desired) While Keeping the Office and Investment Proposition the Same.

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premises, staff and brand with no change to the investment strategy. No mandatory changes on the fee structure or investment proposition will be made. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

My client is encouraging any Retiring Principles to remain in the business for 2-8 years to ensure the maximisation of value as well as complete succession planning and the best retention of clients possible. During this time, the deferred payments are geared 1:1 on revenue so principles will directly benefit in the future growth of the business via increased cash payments on top of a generous salary and bonus structure (more details on request)

A premium offer will be available to Practices offering:

. Located in the Bath, Bristol, Exeter, Taunton, Cardiff and the Surrounding Area.
. Practices from £50m - £800m FUM Funds under Management

. Principles who wish to remain in the business are preferred in conjunction with scalable offices (Neither are essential)

For more information please call 01765 698 699 and quote the reference number 177535 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: 4x50/25/25

Established since: 2000

Locations: West Midlands

Additional Notes: A premium will be offered for client banks with ongoing charges of 0.5% and average portfolios of £200k plus.

For more information please call 01765 698 699 and quote the reference number 177737 ask for Edward Thorpe

Up front budget: £100,000

Current turn over circa: £500,000

Cash offer: 4x 50/50

Established since: 2010

Locations: West Midlands

Additional Notes: Acquirer seeks DA business or shell DA business for which a premium will be paid and 100% consideration paid on completion

For more information please call 01765 698 699 and quote the reference number 177310 ask for Edward Thorpe

Up front budget: £ 150,000

Current turn over circa: £ 200,000

Cash offer: 4x recurring 50/25/25

Established since: 2014

Locations: West Midlands

Additional Notes: My client became directly authorized over five years ago and has gone from strength to strength building up their Funds Under Management (FUM) by over 20% each year growing to over £20m FUM. This growth is in part due to their genuine interest in helping clients achieve their financial goals by not overcomplicating matters, and providing a comprehensive service tailored to their needs and attitude to risk resulting in an impressive level of new business. What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition they seek to build lasting relationships with clients.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 get to know all your clients as well as you do.

A premium offer will be available to practices with the following features;

Locations:
Litchfield Cannock Wolverhampton Walsall Sutton Coldfield

Total consideration (GBP):
To £300k

Client Base:
Pension & Investment clients with a minimum £100k FUM on average.

Staff & Premises:
Preference for a warm handover up to 2 years for Principals

For more information please call 01765 698 699 and quote the reference number 176949 ask for Edward Thorpe

Up front budget: £ 400,000

Current turn over circa: £ 500,000

Cash offer: 4x with flexible upfront percentage

Established since: 2009

Locations: Shropshire

Additional Notes:

For more information please call 01765 698 699 and quote the reference number 176922 ask for Edward Thorpe

Up front budget: 200000

Current turn over circa: undefined

Cash offer: 4.5 X 60/20/20

Established since: 2013

Locations: West Midlands

Locations: Birmingham

Additional Notes: Experienced acquirer seeks Birmingham 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. To find out more call Byron Snaith on 01765 698 699
ask for Edward Thorpe