Current turn over circa: £1,900,000
Offers over: £7,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: This firm has very high quality clients, with an average portfolio size per household of £750k.
The revenues and profits of this firm have continued to grow over the last few years, and the staff within the business can see this continue post-sale.
For more information please call 01765 698 699 and quote the reference number 31784 ask for Edward Thorpe
Current turn over circa: £1,050,000
Offers over: £2,750,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: 90% of the assets in the business are with 2 major providers, increasing the simplicity of the transition post-sale.
With an average on-going adviser charge of 0.5%, there is the potnetial for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31783 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: This adviser is looking to handover the clients and retire, ensuring a smooth transition for the clients who can then bolt onto your existing adviser setup.
The majority of the client back are all concentrated geographically around the adviser, increasing the simplicity of servicing.
For more information please call 01765 698 699 and quote the reference number 31777 ask for Edward Thorpe
Current turn over circa: £600,000
Offers over: £2,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1
Additional Notes: Your business will be taking on a small group of exceptionally high quality clients, while the adviser is happy to remain in an extended handover which should lead to maximum client retention.
The business is highly aligned to one major provider, increasing the simplicity of of the transition post-sale.
For more information please call 01765 698 699 and quote the reference number 31776 ask for Edward Thorpe
Current turn over circa: £510,000
Offers over: £1,350,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: This is a unique opportunity to acquire a highly profitable business, with profits representing 70% of revenue.
The majority of clients are serviced remotely, which will reduce an acquirers cost of servvicing.
For more information please call 01765 698 699 and quote the reference number 31771 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Essex
Locations: Chelmsford
Additional Notes: This is a clean acquisition opportunity with no liabilities, staff, or office commitments, making it a straightforward bolt-on of valuable clients.
The current average ongoing adviser charge is 0.5%, presenting clear potential for uplift in revenue.
A high-quality client base of purely pensions and investments funds.
For more information please call 01765 698 699 and quote the reference number 31766 ask for Edward Thorpe
Current turn over circa: £200,000
Offers over: £700,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: As this is a sole trader, there would be no liability taken on by the purchaser with a sale.
There would be no staff to be taken on, so these clients could bolt straight into your business.
For more information please call 01765 698 699 and quote the reference number 31763 ask for Edward Thorpe
Current turn over circa: £35,000
Offers over: £100,000
Established: 15 to 20 years
Gross Recurring Revenue: <30k
Number of staff: 1
Additional Notes: With just 25 households, this represents an opportunity to bolt on a small number of clients to your business.
For more information please call 01765 698 699 and quote the reference number 31757 ask for Edward Thorpe
Current turn over circa: £80,000
Offers over: £190,000
Established: 3 to 5 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Greater London
Additional Notes: This IFA has an average household value just below £350k, meaning you will be looking after a core group of profitable clients.
The individual is highly aligned to one major platform, simplifying the integration process.
For more information please call 01765 698 699 and quote the reference number 31752 ask for Edward Thorpe
Current turn over circa: £2,500,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: This business have staff and offices in place which can continue post-sale, meaning this would be an ideal opportunity to establish a hub.
The firm has the vast majority of its assets with three major platforms, meaning the transition of these assets will be simplified.
For more information please call 01765 698 699 and quote the reference number 31748 ask for Edward Thorpe
Current turn over circa: £1,100,000
Offers over: £4,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With an average portfolio size per household just below £500k, you will be working with highly profitable clients.
This business has staff in place who can continue working post sale, offering the opportunity for this to be a new hub for your firm.
For more information please call 01765 698 699 and quote the reference number 31747 ask for Edward Thorpe
Current turn over circa: £60,000
Offers over: £100,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Hertfordshire
Locations: Hatfield
Additional Notes: This firm has a 90% profit margin with no staff or office, so a acquisition would translate to almost entirely additional profits.
With only 30 households and almost all funds on one platform, a transition post sale would be very smooth.
Additionally an average on-going advisor charge of 0.7% means there is potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31746 ask for Edward Thorpe
Current turn over circa: £120,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: This business represents a small, core group of profitable clients with an average FUM above £400k, meaning a simple client bank could be integrated into your business.
With an average client age in their early 50's, there is still room for further poortfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31739 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £2,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: With an average portfolio size per household just below £450k, you will be servicing highly profitable clients.
For more information please call 01765 698 699 and quote the reference number 31737 ask for Edward Thorpe
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: There are only two staff members in the business who can help with the transition of clients.
There are only investment and pension assets with the majority on major platforms, increasing the simplicity of integration.
For more information please call 01765 698 699 and quote the reference number 31736 ask for Edward Thorpe
Current turn over circa: £1,300,000
Offers over: £2,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With an office, advisers and back-office staff in place, this business can continue running profitably post-sale.
The majority of the FUM is with three major providers, increasing the simplicity of the transition.
For more information please call 01765 698 699 and quote the reference number 31732 ask for Edward Thorpe
Current turn over circa: £240,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff, this client bank can integrate seamslessly into your existing adviser base.
For more information please call 01765 698 699 and quote the reference number 14825 ask for Edward Thorpe
Current turn over circa: £900,000
Offers over: £2,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: Although profitable, this business has quality personnel who can continue working, leading to a smoother transition post sale.
For more information please call 01765 698 699 and quote the reference number 31727 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This business is highly aligned to three major platforms, ensuring a smoother transition post sale.
For more information please call 01765 698 699 and quote the reference number 16237 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,400,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Additional Notes: Due to unique circumstances, the average client age is 40 which provides lots of opportunity for further porfolio accumulation.
This is purely a client bank purchase with no staff involved, meaning it can bolt right into your exisiting setup.
For more information please call 01765 698 699 and quote the reference number 31723 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
