Current turn over circa: £130,000
Offers over: £290,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Nottinghamshire
Locations: Nottingham
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 6 - 12 months handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31452
Current turn over circa: £500,000
Offers over: £1,600,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Northamptonshire
Locations: Nottingham
Additional Notes: Favourable Ongoing Advisor Charge:
Their low ongoing advisor charge of just 0.5% creates ample room for potential profit uplifts, ensuring you maximize returns after acquisition.
Lucrative Client Base:
With an average investment per household exceeding £300,000, the vast majority of their clients are not only valuable but also highly profitable to service.
Stability in Client Demographics:
The average age of our clients is 62, promising longevity within the client book and ensuring a high return on investment for years to come.
Risk-Mitigated Portfolio:
No high-risk products have been advised, significantly reducing the liability associated with any potential purchase.
Seamless Client Transition:
The principal is committed to a 12/24 handover, guaranteeing that all clients are smoothly novated and warmly introduced to the new firm.
For more information please call 01765 698 699 and quote the reference number 31376
Current turn over circa: £80,000
Offers over: £245,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31322
Current turn over circa: £250,000
Offers over: £630,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31223
Current turn over circa: £120,000
Offers over: £230,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The average investment per household is over £230,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- Very low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post acquisition.
- Clients are serviced remotely making them very profitable to service
- Top Platforms and Providers: Royal London, Aviva, Quilter Platform
For more information please call 01765 698 699 and quote the reference number 31301
Current turn over circa: £160,000
Offers over: £420,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Leicestershire
Locations: Leicester
Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.
- The average client age is 54, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- 70/30 Retail to Corporate clients
For more information please call 01765 698 699 and quote the reference number 31288
Current turn over circa: £1,400,000
Offers over: £4,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: Derbyshire
Additional Notes: An average on-going advisor charge of 0.5% represents significant potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31244
Current turn over circa: £300,000
Offers over: £874,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Buckinghamshire
Locations: Milton Keynes
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- Top Platforms and Providers: Quilter, Canada Life and James Hay
For more information please call 01765 698 699 and quote the reference number 31223
Current turn over circa: £86,000
Offers over: £2,900,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Nottinghamshire
Additional Notes: Average age of the clients is 60, meaning there is room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31209
Current turn over circa: £300,000
Offers over: £1,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The average investment per household is over £250,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
For more information please call 01765 698 699 and quote the reference number 31113
Current turn over circa: £60,000
Offers over: £53,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: Norfolk
Locations: Norwich
Additional Notes: Average client age of 50 represents time for further accumulation.
Large mortgage side to the business, providing an opportunity for additional business.
For more information please call 01765 698 699 and quote the reference number 31046
Current turn over circa: £230,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Derbyshire
Locations: Derby
Additional Notes: Derbyshire Retiring IFA Generating c £200,000 from 200 Households
- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31039
Current turn over circa: £300,000
Offers over: £1,200,000
Established: More than 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The average investment per household is over £300,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
For more information please call 01765 698 699 and quote the reference number 31027
Current turn over circa: £400,000
Offers over: £1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £500,000 and thus the vast majority of clients are profitable to service.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 31018
Current turn over circa: £200,000
Offers over: £555,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The two principals’ are happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30980
Current turn over circa: £220,000
Offers over: £850,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: East Midlands
Additional Notes: This business benefits from the following:
- Households in excess of £750k
- Long established client relationships
- Low PI premium low risk DA business
Share Sale with minimum deposit of 60% over 24 months
For more information please call 01765 698 699 and quote the reference number 16677
Current turn over circa: £110,000
Offers over: £407,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Leicestershire
Locations: Leicester
Additional Notes: The average investment per household is over £330,000 and thus the vast majority of clients are profitable to service.
The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 30915
Current turn over circa: £60,000
Offers over: £140,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Buckinghamshire
Locations: Milton Keynes
Additional Notes: At £4.5m FUM, this tidy client bank could represent a nice bolt on for a practice.
Average client age of 55, meaning portfolios will continue accumulating and grow with little effort or stimulus.
One-man band with no products, this acquisition would represent a simple addition to the business.
For more information please call 01765 698 699 and quote the reference number 30862
Current turn over circa: £417,000
Offers over: £1,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Leicestershire
Locations: Leicester
Additional Notes: No staff within the business making it a seamless transition.
Available for a handover up to 2 years.
For more information please call 01765 698 699 and quote the reference number 30839
Current turn over circa: £70,000
Offers over: £160,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Nottinghamshire
Locations: Nottingham
Additional Notes: The principal would be delighted to engage in a 6-12 month handover to ensure all clients are given a warm introduction to the new firm.
No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30834
