Current turn over circa: £300,000
Offers over: £500,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: East Riding of Yorkshire
Locations: Sheffield
Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates £140,000
- Low ongoing advisor charge of 0.7% providing room for potential uplift maximising profits post acquisition.
- The principal is happy to engage in a 6-12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31138
Current turn over circa: £600,000
Offers over: £1,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: East Riding of Yorkshire
Locations: Sheffield
Additional Notes: - Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships
For more information please call 01765 698 699 and quote the reference number 31136
Current turn over circa: £1,000,000
Offers over: £1,786,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: North Yorkshire
Locations: York
Additional Notes: - Very low ongoing advisor charge of 0.4% providing room for potential uplift maximising profits post acquisition.
- 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 £225,000 and thus the vast majority of clients are profitable to service.
For more information please call 01765 698 699 and quote the reference number 28758
Current turn over circa: £120,000
Offers over: £400,000
Established: 25 to 30 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: South Yorkshire
Locations: Hull
Additional Notes: - The average investment per household is over £350,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase
For more information please call 01765 698 699 and quote the reference number 31099
Current turn over circa: £250,000
Offers over: £900,000
Established: 30 to 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: East Riding of Yorkshire
Locations: Hull
Additional Notes: Retiring IFA Managing c.£45m FUM Which Generates £250,000 from 113 Households.
- 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 £400,000 and thus the vast majority of clients are profitable to service.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 31094
Current turn over circa: £150,000
Offers over: £500,000
Established: 25 to 30 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: North Yorkshire
Locations: Leeds
Additional Notes: - The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.
- The principal is happy to engage in a 12 handover to ensure all clients are novated and given a warm introduction to the new firm.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31083
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: North Yorkshire
Locations: Middlesbrough
Additional Notes: North Yorkshire Retiring IFA
- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31026
Current turn over circa: £250,000
Offers over: £830,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Tyne and Wear
Locations: Newcastle
Additional Notes: Average portfolio size per household of £360,000, meaning time will be spent with high-value clients.
Average age per client of 50 which gives plenty of portfolio accumulation opportunity.
Average on-going advisor charge of 0.5, representing room for potential uplift.
For more information please call 01765 698 699 and quote the reference number 30983
Current turn over circa: £300,000
Offers over: £1,600,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: North Yorkshire
Locations: Leeds
Additional Notes: Average portfolio size per household of £500,000, meaning time will be used effectively on high value clients.
Average on-going advisor charge of 0.5, providing potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 30973
Current turn over circa: £200,000
Offers over: £665,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: North Yorkshire
Locations: Leeds
Additional Notes: Average portfolio per household of £385,000, meaning time will not be wasted on low-value households.
Average age per household of 62, representing opportunity for the portfolio to continue to accumulate.
Average on-going advisor charge of 0.6, meaning there is room for potential uplift.
For more information please call 01765 698 699 and quote the reference number 30970
Current turn over circa: £284,000
Offers over: £597,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: South Yorkshire
Locations: Epworth
Additional Notes: An average on-going advisor charge of 0.5%, leaving room for potential uplift.
Average portfolio size per household of over £210,000, meaning each client is worth investing time in.
No risky products in the business, representing a clean potential acquiition.
For more information please call 01765 698 699 and quote the reference number 15341
Current turn over circa: £475,000
Offers over: £1,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: Average on-going advisor charge of 0.7% meaning room for potential uplift.
Average portfolio per household of £320k, meaning time won't be wasted visiting low value clients.
No risky products in the business.
For more information please call 01765 698 699 and quote the reference number 30946
Current turn over circa: £225,000
Offers over: £625,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: South Yorkshire
Locations: Bawtry
Additional Notes: Average portfolios per household above £260k meaning each client is worth investing time in.
On an average on-going advisor charge of 0.65%, leaving room for potential uplift.
No staff need to be taken on making this a clean potential acquisition.
For more information please call 01765 698 699 and quote the reference number 30942
Current turn over circa: £950,000
Offers over: £4,300,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: West/South Yorkshire
Additional Notes:
West/South Yorkshire IFA Managing c.£135m FUM, Generating c.£850,000 in Recurring Income from 210 Households
- The average portfolio size of the business is over £500,000 with very few under £200,000
- Due to the low current running costs, the Practice will produce an approximate maintainable EBITDA of c.£600,000
To Qualify for the opportunity a Prospective purchaser will need;
- Retain the Principal for a two year period
- Have a minimum of 50-60% in cash or funding secured (or qualify for funding from our panel) of the offers over amount
For more information please call 01765 698 699 and quote the reference number 30866
Current turn over circa: £600,000
Offers over: £1,350,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Yorkshire
Additional Notes:
- The Principal is looking to remain in situe to continue to grow the business
- The Practice currently houses a junior adviser who is the natural succession planning for the Practice
- No risky products have been advised within the business
For more information please call 01765 698 699 and quote the reference number 15465
Current turn over circa: £200,000
Offers over: £300,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: North Yorkshire
Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates c £75,000 from 65 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.
- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
- The principal is happy to engage in a 6-12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.
- Ongoing fee charge of 0.5% so there’s room for potential uplift.
For more information please call 01765 698 699 and quote the reference number 30822
Current turn over circa: £850,000
Offers over: £3,200,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: North East
Additional Notes: North East Retiring IFA Managing £155m FUM Generating £850,000 of Recurring Income from 250 Households
- Very clean limited company and thus the vendors preference for a deal structure is a share purchase.
- Adjusted, maintainable profit on the business is c.£650- 700,000 (only one registered induvial within the Practice).
- The average investment per household is close to £600,000 with very few clients under £100,000 and thus the vast majority of clients are profitable to service.
For more information please call 01765 698 699 and quote the reference number 30794
Current turn over circa: £100,000
Offers over: £315,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: This firm benefits from:
-Compact and loyal client bank
-Fully portable business suitable for remote service
Preference given to those acquirers offering:
- a minimum of 50% consideration up front
- payment terms over a maximum of two years
For more information please call 01765 698 699 and quote the reference number 30700
Current turn over circa: £200,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: County Durham
Additional Notes: Average charge 0.75%
Average portflio size over £300,000
For more information please call 01765 698 699 and quote the reference number 30678
Current turn over circa: £2,000,000
Offers over: £3,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: South Yorkshire
Additional Notes: - Brand retention preferred
- Significant DB exposure
- Large self-employed workforce
For more information please call 01765 698 699 and quote the reference number 30673
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
