Current turn over circa: £425,000
Offers over: £1,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
Dorset Based Practice with £70m Funder Under Management, Recurring Revenue of c.£315,000 and an Average Client Size of £500,000
The acquisition of this two Principle led Practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
A fantastically profitable business which partially credits success from implementing a minimum investment level of £250,000 per client, ensuring every single client is profitable and high margin. Due to the lean structure of the practice, an adjusted EBITDA figure is likely to be in the region of £400,000 post the potential uplift. The Practice represents an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
For more information please call 01765 698 699 and quote the reference number 30332 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £1,900,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Essex
Additional Notes:
Exceptionally Profitable South Essex Practice Generating £400,000 in Net Profit, Zero Exposure to Any Risky Products and 90% of Clients Within 20 Miles of the Office.
The firm's clients are extremely local with 90% of clients within in a 20 miles radius. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
The practice has been established for over 3 decades with no defined benfit transfer, EIS, VCT, Arch Cru or Key Data exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30320 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £750,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Norfolk
Additional Notes:
Exceptional Norwich Based IFA with £45m FUM, an Ongoing Adviser Charge of 0.5% and Zero Engagement in any Form of Risky Products
With the top 70 clients representing an average portfolio size of c.£400k , the opportunity ensures the majority of clients are profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest Businesses you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30310 ask for Edward Thorpe
Current turn over circa: £1,400,000
Offers over: £4,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Hampshire
Additional Notes:
Highly Profitable Wealth Management Firm Generating c.£800,000 in Profit, a Typical Portfolio size of over £300,000 and a Great Staff Base Who Will Remain and Continue to Manage the Clients
For more information please call 01765 698 699 and quote the reference number 16512 ask for Edward Thorpe
Current turn over circa: £2,200,000
Offers over: £5,200,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Kent
Additional Notes:
Kent Based Practice Housing c.£250m FUM, Recurring Revenue of £1.7m While Generating £1.1m in Net Profit
The practice currently on-boards £10-15m FUM a year in new clients through an array of Professional Introducers.
New clients taken on board typically have over £1m of assets to bring over contributing to a net Profit Margin of 50% for the business.
For more information please call 01765 698 699 and quote the reference number 30294 ask for Edward Thorpe
Current turn over circa: £1,600,000
Offers over: £5,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
North London Based High-Net-Worth Practice Housing £180m FUM, Average Client Size Approaching £1,000,000 Portfolio Size and an Unadjusted Profit of c.£950,0000
The average age of a client in the Practice is 55 with the vast majority of clients still in accumulation. Holding a younger than typical client bank of professionals, this practice has many decades of cash flow which are accruing naturally year by year.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30292 ask for Edward Thorpe
Current turn over circa: £140,000
Offers over: £470,000
Established: years
Gross Recurring Revenue:
Number of staff:
Additional Notes:
Unusual High-Net-Worth IFA Practice in North West London with £30m FUM, c.50 Families with an Average Portfolio of c.£500,000 and ongoing charge of 0.55%.
The acquisition of the business would be most likely structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required. The ongoing adviser charge of 0.55% represents a huge potential for service uplift and value accretion.
For more information please call 01765 698 699 and quote the reference number 30156 ask for Edward Thorpe
Current turn over circa: £750,000
Offers over: £2,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Exceptional West London Based Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London
For more information please call 01765 698 699 and quote the reference number 30267 ask for Edward Thorpe
Current turn over circa: £425,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Exceptional Essex Based IFA Practice with c.£40m FUM, c.100 Families with an Average Portfolio of Over £350,000
The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice would add c.£250,000 of profit to any firm looking to take on the practice which would likely be higher with immediate cost based synergies.
For more information please call 01765 698 699 and quote the reference number 30226 ask for Edward Thorpe
Current turn over circa: £750,000
Offers over: £2,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Exceptional South West London Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London
For more information please call 01765 698 699 and quote the reference number 30267 ask for Edward Thorpe
Current turn over circa: £600,000
Offers over: £1,700,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Slough
Additional Notes:
The firm's client base is extremely local with over 80% of clients within 40 miles. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition. The high level of profitability can be partly accredited to a very high level (over 90%) of clients being within a close radius of the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30257 ask for Edward Thorpe
Current turn over circa: £330,000
Offers over: £1,020,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Romford
Additional Notes:
Unique and Portable IFA Practice Housing £45m FUM, an Average Portfolio Size of Over £300k and an average Fee structure of c.0.65%
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding an estimated c.£250k of profit to your bottom line. The practice has been around for over two decades with zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 80% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 30252 ask for Edward Thorpe
Current turn over circa: £150,000
Offers over: £400,000
Established: More than 35 years
Gross Recurring Revenue: 100-150k
Number of staff: 3 to 5
Locations: Maidstone
Additional Notes:
Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Businesses you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 90% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 30250 ask for Edward Thorpe
Current turn over circa: £65,000
Offers over: £220,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Redhill
Additional Notes:
Extremely Portable Client Bank Sale (Asset Purchase) of £65,000 in Recurring, a Large Proportion of Clients Under the age of 55 With Most Being Accustomed to a Remote Service.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party. Asset sales can be typically completed within 2 months with legal fees and Due Diligence costs are kept very low.
For more information please call 01765 698 699 and quote the reference number 30249 ask for Edward Thorpe
Current turn over circa: £75,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Ipswich
Additional Notes:
Highly Portable Based Client Bank with £8m FUM, Zero Exposure to Any Risky Products with Over 80% of the Clients in the Essex and Ipswich Area
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 80% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 21902 ask for Edward Thorpe
Current turn over circa: £550,000
Offers over: £1,700,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Essex
Additional Notes:
Boutique IFA in Essex specialising in High Net Worth clients (average portfolio size Approaching £1,000,000), with £75m FUM and Virtually Zero Exposure to Any Risky Products
A fantastically profitable business which partially credits success from implementing a minimum investment level of £250,000 per client, ensuring every single client is profitable and high margin. Due to the lean structure of the practice, an adjusted EBITDA figure is likely to be in the region of £400,000 pre any potential uplift. The Practice represents an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The principle has a strong preference to remain in the business looking forward to ensure every client is brought on board to the new firm.
For more information please call 01765 698 699 and quote the reference number 14984 ask for Edward Thorpe
Current turn over circa: £130,000
Offers over: £330,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: London
Additional Notes:
Unique IFA Practice, Housing c.£18m FUM with a Typical Client Representing a Portfolio of over £400k and a Notable Client Specialism in The Professional Legal Space.
90% of the clients are within the City and the Greater London area. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
Housing largely higher-net-worth clients (average size over £400k), the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period. The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
For more information please call 01765 698 699 and quote the reference number 30239 ask for Edward Thorpe
Current turn over circa: £85,000
Offers over: £250,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Hertfordshire
Additional Notes:
Hertfordshire Based Asset Purchase with £15m in Funds Under Management £70,000 Ongoing Adviser Charges all at 0.5%.
A brilliant opportunity for an acquirer to take on a client base with huge amounts of potential. The advisor does not actively use platforms, meaning the total expense ratio is near 2%, with the IFA charging advisor fees of 0.5%. This means there will be a great opportunity for you to not only increase adviser charges, but also to decrease the total expense ratio ensuring a smooth transition of the clients over to your business.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 14927 ask for Edward Thorpe
Current turn over circa: £30,000
Offers over: £75,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Greater London
Additional Notes: Micro Practice with low PI premium ideal opportunity for RI or AR seeking DA status with added benefit of legacy recurring revenue and potential to convert to active fee paying business
For more information please call 01765 698 699 and quote the reference number 15190 ask for Edward Thorpe
Current turn over circa: £425,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Exceptional Hertfordshire Based, IFA Practice with c.£37m FUM, c.100 Families with an Average Portfolio of Over £350,000
The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30226 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
