Current turn over circa: £160,000
Offers over: £575,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: East Riding of Yorkshire
Additional Notes: Acquiring this firm would add c.£18m in funds across just 130 households, generating £160k in recurring income. With an average client portfolio exceeding £125k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.
In addition, with an average client age of only 58, the book offers exceptional longevity, with many clients expected to remain for 20 years or more.
Continuity is a key priority for the owner, who is looking for a strong IFA firm that can provide a secure home for his clients and support his son in continuing to grow his career.
For more information please call 01765 698 699 and quote the reference number 31916 ask for Byron Snaith
Current turn over circa: £1,000,000
Offers over: £3,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This business had an average portfolio size per household above £250,000, so you will be servicing high quality clients.
With an average ongoing adviser charge of 0.6%, there is the potential for future increase in revenues.
There is an office in place, as well as advisers and back-office staff members, so this would suit either a firm in the area or someone looking to gain a presence.
For more information please call 01765 698 699 and quote the reference number 31914 ask for Byron Snaith
Current turn over circa: £2,000,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With advisers, back-office staff and an office in place, this business can continue to grow within it's existing structure, or as part of a larger organisation.
90% of the assets are with one major platform, simplifying the transition of client assets post-sale.
This firm has zero DB transfers or complaints, representing a very clean compliance record and a low-risk opportunity for an acquirer.
For more information please call 01765 698 699 and quote the reference number 31888 ask for Byron Snaith
Current turn over circa: £600,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average portfolio size per household above £500k, so you will be servicing high quality and profitable clients who, with an average age in their early 50s, still have further room to accumulate.
With an average on-going adviser charge of 0.5%, there is the potential for future uplift in revenues.
This firm has a clean complaints history and with no high-risk products, this risk of future payouts are at a minimum.
For more information please call 01765 698 699 and quote the reference number 31866 ask for Byron Snaith
Current turn over circa: £400,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: West Yorkshire
Additional Notes: The average household value is over £400k, meaning you will be looking after quality and highly profitable clients.
The vast majority of the assets are with three major providers, increasing the simplicity of the transition post-sale.
There are no complaints or high-risk products in the business, reducing the uncertainty of issues and costs post-sale.
For more information please call 01765 698 699 and quote the reference number 31864 ask for Byron Snaith
Current turn over circa: £200,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: West Yorkshire
Locations: Leeds
Additional Notes: Acquiring this firm would bring in £90k in recurring income across just 46 households with £300k avg. portfolio size. Since this is an asset purchase with no costs or liabilities attached, all of that income would directly contribute to your bottom line from day one.
The low average client age at 60 years old also provides longevity within the client book to ensure a high return on your investment.
No risky products make a business safer to buy, reducing regulatory risk and ensuring steady, reliable income.
For more information please call 01765 698 699 and quote the reference number 31858 ask for Byron Snaith
Current turn over circa: £600,000
Offers over: £1,850,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Yorkshire
Additional Notes: Acquiring this firm would bring £52m in funds across 190 households, producing £475k in recurring income and an average client portfolio value around a quarter of a million. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
With an average client age of just 68, the client book offers strong longevity, with many expected to remain for 25 years or more.
No upheld or outstanding complaints and no risky products so this would be a smooth transition, a quick and easy bolt on as mentioned. He'd also be happy to help bed in clients for a year.
For more information please call 01765 698 699 and quote the reference number 15465 ask for Byron Snaith
Current turn over circa: £1,100,000
Offers over: £3,400,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Additional Notes: With an office and staff base that can continue post-completion, this can be suitable for either a firm with a local presence, or one looking to gain one in the area.
An average on-going adviser charge of 0.6% means there is potential for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31852 ask for Byron Snaith
Current turn over circa: £250,000
Offers over: £1,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: West Yorkshire
Additional Notes: This firm benefits from:
- Impressive low PI premium no claims upheld or pending
- 90% Clients within 45 minutes
- Retirement sale
For more information please call 01765 698 699 and quote the reference number 31823 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £265,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: With no staff included and the principle looking to handover and retire, this would be a straightforward bolt on of a loyal client bank.
For more information please call 01765 698 699 and quote the reference number 31808 ask for Byron Snaith
Current turn over circa: £115,000
Offers over: £300,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: This business has a small number of high quality clients, with just 30 households, meaning you will be taking on a manageable and profitable client bank.
There are no staff included, simplifying the transaction for any buyer.
The vendor is willing to be flexible on deal structure and valuation for the right home.
For more information please call 01765 698 699 and quote the reference number 31800 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
