Current turn over circa: £110,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Essex
Additional Notes: - No premises or staff to follow with the acquisition
For more information please call 01765 698 699 and quote the reference number 30669 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £315,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: West Sussex
Additional Notes:
Quick, Client Bank Sale of c.£14m FUM Generating £100,000 of Recurring Income
- All clients can and have previously been serviced remotely, cutting down travel needs to client meetings
- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no change in control required.
The Principal is available for a 2-3 month handover of the client bank
For more information please call 01765 698 699 and quote the reference number 30660 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £750,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: kent
Additional Notes:
Sole Practitioner Managing £40m FUM, c.90 Households with no Premises
There will be no liability assumed by the acquiring party and no change in control required
All clients are on a 0.5% Ongoing fee structure
The vast majority of clients are in the Kent and Sussex area, minimising any travel time for the servicing advisers
For more information please call 01765 698 699 and quote the reference number 30655 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £1,100,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: South Essex
Additional Notes:
Retiring Sole Trader in South Essex Managing £45m of FUM, £290,000 of Recurring Income across 130 Households
- The Principal is looking for a strong client handover of between 3-9 months to bed in all the clients.
- The sale will be structured as a goodwill and asset sale with no liability to be taken on by purchaser.
- Support staff available to take on board if required by the purchaser.
For more information please call 01765 698 699 and quote the reference number 30648 ask for Edward Thorpe
Current turn over circa: £560,000
Offers over: £1,750,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: South London
Additional Notes:
South London High-Net-Worth IFA Practice Managing c.60 Households Generating £475,000 in Recurring Income
- The Principal is looking for a handover post completion so clients can be bedded in
- No premises/lease to take on in a transaction
- No risky products have been advised in the business
For more information please call 01765 698 699 and quote the reference number 30646 ask for Edward Thorpe
Current turn over circa: £5,000,000
Offers over: £12,500,000
Established: 30 to 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South England
Additional Notes: Profitable Wealth Management Practice that currently manages £600m FUM, outsources Investment Management to a panel of DFMs and houses 6-7 advisers
The desired Purchaser can:
- Maintain current platform relationships
- Retain the staff base and the offices
- Continue the brand of the business for 1/2 years
For more information please call 01765 698 699 and quote the reference number 30637 ask for Edward Thorpe
Current turn over circa: £25,000
Offers over: £82,000
Established: 20 to 25 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: South London
Additional Notes:
Small Client Bank in South London of £5m AUM Consisting of 7 Clients all at 0.5% Ongoing Adviser Income
- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party
- The Principal wishes to stay on and introduce clients to the new business and leverage relationships he has with Accountancy firms, Solicitor Practices and other introducers
For more information please call 01765 698 699 and quote the reference number 30632 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,400,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
South London Based Practice Managing c.£70m FUM Generating £500,000 Turnover with c.200 Households
- The Principal is looking to remain in the business and manage the clients over a 2-3 year period
For more information please call 01765 698 699 and quote the reference number 30630 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: East Sussex
Additional Notes:
Single Adviser Practice Managing £40m FUM Generating £300,000 of Recurring Income across 130 Households
- No exposure to risky products within the business
- No staff/ infrastructure to be taken on in the acquisition
- The Principle is seeking a Handover of 3-6 months
For more information please call 01765 698 699 and quote the reference number 30626 ask for Edward Thorpe
Current turn over circa: £65,000
Offers over: £210,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: South London
Additional Notes:
Directly Authorised IFA Sale with £10m FUM, c.40 Households and £55,000
- No exposure to risky products within the business
- No staff/ infrastructure to be taken on in the acquisition
- The majority of clients are business owners and over £200,000 in portfolio value
For more information please call 01765 698 699 and quote the reference number 30620 ask for Edward Thorpe
Current turn over circa: £1,500,000
Offers over: £3,800,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Berkshire/Oxfordshire
Additional Notes:
Berkshire/Oxfordshire Based IFA Managing c.£150m FUM with an Average Client Portfolio of c.£500,000
- The average household is c.£500,000 per portfolio size with very few clients below £200,00 portfolio size
- The Principals are looking to remain in the business and develop the professional connections further and grow AUA
- The Practices produces c.£650,000 adjusted profit once factoring in a generous salary for the Principles
For more information please call 01765 698 699 and quote the reference number 30618 ask for Edward Thorpe
Current turn over circa: £1,500,000
Offers over: £3,600,000
Established: More than 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
South Home Counties IFA Practice Managing c.£200m FUM Generating c.£1m of Recurring Income
- No risky Products have been advised to clients within the company
- Built in succession within all departments in the Practice
- Investment proposition is an all advisory MPS solution put together in-house
For more information please call 01765 698 699 and quote the reference number 30617 ask for Edward Thorpe
Current turn over circa: £350,000
Offers over: £1,250,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: London
Additional Notes:
Selling IFA in London Managing c.£50m FUM 100 Households With Over a Dozen Professional Introducers
- The majority of clients are professionals in London and are still accumulating
- No office and only 1 support staff member in the business
- The Principals ambition is to remain in the business and continue to grow the client bank by c.£10-£15m FUM per year
For more information please call 01765 698 699 and quote the reference number 30613 ask for Edward Thorpe
Current turn over circa: £1,100,000
Offers over: £2,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
South West London IFA Practice Managing £130m FUM Generating £1.1m Recurring Income
- Over 95% of assets on Platform and with very little legacy business making up the Recurring Income
- Most of the team are looking to stay and grow the business
- Majority of the assets are held with Discretionary Mangers
For more information please call 01765 698 699 and quote the reference number 30608 ask for Edward Thorpe
Current turn over circa: £800,000
Offers over: £2,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: London
Additional Notes:
IFA Practice Managing £150m FUM, £700,00 of Recurring across c.100 Households
- The principal wishes to remain and add £50-60m FUM of new clients to the business over a 3 year period
- The business only houses two permanent members of staff in the business leading to an adjusted profit of c.£500,000
- The Principal can handover c.10 Accountants & Solicitors which typically introduce £8-10m FUM in new clients per year
The Principal is looking for a purchaser that can:
• Engage in a handover of 24-36 months while providing an incentive for bringing in new clients to the business
• Maintain the staff base and the investment approach during the transitional period
For more information please call 01765 698 699 and quote the reference number 30607 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,250,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Hertfordshire Based IFA Practice with c.£45m FUM, c.100 Families with an Average Portfolio of Over £400,000
The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office.
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 synergies.
The Principal is looking for a purchaser that can:
• Engage in a handover of 24-36 months
• Keep the staff and ideally the offices
For more information please call 01765 698 699 and quote the reference number 30226 ask for Edward Thorpe
Current turn over circa: £6,000,000
Offers over: £16,500,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South of UK
Additional Notes:
Telephone Based IFA Practice Managing £550m of Assets with over £5m of Recurring Income
- Maintainable profit in the business is c.£3m
- The business has developed the tech and processes in-house to provide financial advice to lower value clients profitably and effectively and could serve as a new division of a larger firm
- A large proportion of the clients are signed up to Discretionary mandates (c.£200m FUM)
For more information please call 01765 698 699 and quote the reference number 30596 ask for Edward Thorpe
Current turn over circa: £240,000
Offers over: £610,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: East Sussex
Additional Notes:
High-net Worth Practice Managing c.£45m FUM With Recurring Income of c.£160,000
- The Principal wishes to remain in the business 3-5 years managing the clients
- No Liability will be taken on by the Purchaser
- Average client over £500,000 portfolio size
For more information please call 01765 698 699 and quote the reference number 30592 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,320,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes: High-Net Worth IFA Practice Manging c.£80m of Assets with 120 Households
- The current average Ongoing Advisory Fees are c.0.4-0.5%
- The typical client holds c.£500-£600,000 as an average portfolio value enusring every client is profitable
- Over 90% of client Funds are held on platform
For more information please call 01765 698 699 and quote the reference number 30587 ask for Edward Thorpe
Current turn over circa: £3,000,000
Offers over: £7,500,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: East England
Additional Notes:
Hub Business In East England Managing c.£310m of Assets, Adjusted Profit of c.£950,000 Running Discretionary Portfolios
- All advisers in the business are currently employed
- 90% of current Turnover is Recurring Income
- The average portfolio size in the business is c.£400,000
For more information please call 01765 698 699 and quote the reference number 30581 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
