Current turn over circa: £2,650,000
Offers over: £13,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: East Scotland
Additional Notes:
- The business houses all employed advisers with succession planning for the Principal within the Practice
- The average portfolio invested per client is c.£1.1m with the vast majority of clients holding more than £500,000 with the business
For more information please call 01765 698 699 and quote the reference number 30972 ask for Byron Snaith
Current turn over circa: £925,000
Offers over: £3,400,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
HNW IFA Practice Managing £100m FUM Generating £850,000 in Recurring Income from 120 Clients
For more information please call 01765 698 699 and quote the reference number 30698 ask for Edward Thorpe
Current turn over circa: £485,000
Offers over: £1,395,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Gloucestershire/Worcestershire
Additional Notes:
- The business advises 170 Households with an average portfolio of c.£350k
- No staff are likely to stay with the business
For more information please call 01765 698 699 and quote the reference number 30960 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Buckinghamshire
Additional Notes:
- The Practice Houses an average portfolio size of c.£350,000 with very few clients holding less than £100,000 of invested assets
- All data is stored electronically with intelligent office serving as the back office
- No permanent staff or offices to follow with the acquisition and thus the business should make over £250,000 in post-acquisition profit (advisory cost dependant)
For more information please call 01765 698 699 and quote the reference number 30958 ask for Edward Thorpe
Current turn over circa: £800,000
Offers over: £3,100,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Surrey/South London
Additional Notes:
- Single Principal firm who wishes to hand clients to the new firm over a 1-2 year period
- No risky products have been advised in the business, reducing the liability of a potential purchase
- The vast majority of assets are on two platforms
For more information please call 01765 698 699 and quote the reference number 30934 ask for Edward Thorpe
Current turn over circa: £80,000
Offers over: £320,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Suffolk
Locations: Colchester
Additional Notes: The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion
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 £1,600,000 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 16782 ask for Edward Thorpe
Current turn over circa: £1,000,000
Offers over: £2,450,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: East Anglia
Additional Notes:
- No risky Products have been advised to clients within the company
- The business has been selective in the nature of clients onboarded and thus very few are under £100,000 portfolio size
For more information please call 01765 698 699 and quote the reference number 30925 ask for Edward Thorpe
Current turn over circa: £45,000
Offers over: £80,000
Established: 5 to 10 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Kent
Locations: Maidstone
Additional Notes: Average charging structure of 0.28, representing significant room for uplift.
Average household age of 45 meaning portfolios can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 30924 ask for Edward Thorpe
Current turn over circa: £650,000
Offers over: £925,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Buckinghamshire
Locations: Buckingham
Additional Notes: The average investment per household is over £450,000 and thus the vast majority of clients are profitable to service.
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.
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 30914 ask for Edward Thorpe
Current turn over circa: £200,000
Offers over: £532,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Cambridgeshire
Locations: Cambridge
Additional Notes: Retiring IFA Managing c £20m FUM Which Generates c £140,000 from 110 Households.
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.
Average portfolios between £150k and £200k ongoing fees of 0.6%.
For more information please call 01765 698 699 and quote the reference number 30908 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Unusual IFA Managing c.£100m FUM Generating £350,000 in Recurring Income from 110 Households
- The firm manages 110 Households, mainly Solicitors and Barristers
- The purchase would be structured as a goodwill and asset purchase, thus no previous liability will be taken on by the purchaser
For more information please call 01765 698 699 and quote the reference number 30898 ask for Edward Thorpe
Current turn over circa: £1,200,000
Offers over: £4,750,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Greater Manchester
Additional Notes:
- The firm is looking to retain equity and grow the businesses over the next 3-5 years.
For more information please call 01765 698 699 and quote the reference number 30893 ask for Byron Snaith
Current turn over circa: £350,000
Offers over: £1,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Kent
Additional Notes:
Kent Single Principal IFA Firm Managing £50m FUM Generating £245,000 in Recurring Income from 115 Households
- The purchase would be structured as a goodwill and asset purchase, thus no previous liability will be taken on by the purchaser
- No offices or support staff are to onboard with the clients - thus the sale is more of a client bank purchase
For more information please call 01765 698 699 and quote the reference number 30873 ask for Edward Thorpe
Current turn over circa: £530,000
Offers over: £1,900,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Kent
Additional Notes:
- The vast majority of clients are accumulating and in their earnings peak, thus the business will naturally grow 3-5% per annum
- Very limited liability within the firm with virtually zero risky products that have been advised
- Due to the low cost base, the maintainable EBITDA will be likely be c.£350,000
For more information please call 01765 698 699 and quote the reference number 30869 ask for Edward Thorpe
Current turn over circa: £1,050,000
Offers over: £4,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Essex/Hertfordshire
Additional Notes:
Essex/Hertfordshire Based Practice Managing £200m FUM Generating £1m of Recurring Income from 240 Households
- The average client portfolio is close to £800,000 with very few clients below the £250,000
- The Principal wishes to remain in the business to provide continuity for the clients
- The majority of clients are in London and the Essex area and seen at local offices thus minimising any commuting time
For more information please call 01765 698 699 and quote the reference number 30863 ask for Edward Thorpe
Current turn over circa: £120,000
Offers over: £460,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Greater London
Locations: London
Additional Notes: Retiring IFA Managing c £12m FUM Which Generates c £120,000 from 95 Households.
Very clean DA business as no high risk products have been advised to client within the business.
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.
Average portfolios £130k ongoing fees of 1% typically.
For more information please call 01765 698 699 and quote the reference number 30858 ask for Edward Thorpe
Current turn over circa: £220,000
Offers over: £465,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Greater London
Locations: Ealing
Additional Notes: The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
Average age of 55 meaning the portfolios will continue accumulating and rise in vakue effortlessly.
For more information please call 01765 698 699 and quote the reference number 30850 ask for Edward Thorpe
Current turn over circa: £122,000
Offers over: £360,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Hertfordshire
Locations: St Albans
Additional Notes: No staff in the business making it a seamless transition.
Part of a network so the liability will be kept with them.
For more information please call 01765 698 699 and quote the reference number 30840 ask for Edward Thorpe
Current turn over circa: £120,000
Offers over: £400,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Surrey
Additional Notes:
- The Principles wishes to handover the clients within 3-9 months, making sure all clients are bedded into the business
- The average portfolios size is c.£350-400,000
- Not staff or offices will come with the sale and thus no additional costs need to be taken on by the purchaser
For more information please call 01765 698 699 and quote the reference number 30835 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £1,050,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Cambridgeshire/Essex
Additional Notes:
- The Practice specialises in High-Net-Worth clients with the average invested per client close to £1m
- The majority of clients are invested with an External Discretionary Fund Manager
For more information please call 01765 698 699 and quote the reference number 30829 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
