Current turn over circa: £120,000
Offers over: £310,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: County Durham
Locations: Durham
Additional Notes: Asset Sale of circa 100 households average age 52.
Clients have been serviced remotely and would ideally suit a specialist in this field.
Acquirers that can offer a deposit of at least 50% and term of deferred installments less than 2 years will be shortlisted
For more information please call 01765 698 699 and quote the reference number 30466 ask for Byron Snaith
Current turn over circa: £1,500,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Leeds
Additional Notes: - 0.5% ongoing
- Looking for a guaranteed exit strategy but to stay with the business for a significant length.
- Generates over new £25mill FUM per year
- Wants to carry on working from home with staff remaining.
-Any buyer will need DB permissions.
For more information please call 01765 698 699 and quote the reference number 30370 ask for Byron Snaith
Current turn over circa: £200,000
Offers over: £600,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: South Yorkshire
Additional Notes: Rare opportunity to acquire a truly high quality client bank of circa 100 Households.
A warm handover can be provided by this experienced IFA to ensure maximum retention levels.
Offers in the region of £600k with at least 50% deposit upon completion with payment over a maximum of 24 months
For more information please call 01765 698 699 and quote the reference number 30369 ask for Byron Snaith
Current turn over circa: £270,000
Offers over: £700,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: North Yorkshire
Additional Notes: This two adviser practice has been established in this North Yorkshire town for almost 20 years. Continuity of high service levels are sought for this mainly local client base. A warm handover of up to two years can be provided to ensure maximum client retention.
For more information please call 01765 698 699 and quote the reference number 15244 ask for Byron Snaith
Current turn over circa: £3,000,000
Offers over: £12,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: Tyne and Wear
Additional Notes: - Heading towards £200 mill FUM
- Adjusted EBITDA approximately £2 mill
- No exposure to esoteric products
Offers over 6x EBITDA.
For more information please call 01765 698 699 and quote the reference number 30178 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £320,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Tyne and Wear
Additional Notes: Incorporating a business mix of 50% Investments and 50% Pensions, an ongoing average client charge of 1% this business is a highly desirable acquisition either as a business in its own right, or an addition to an established practice. Intelliflow back office system.
To secure this business a multiple of 3.6 x recurring or above is required with payment profile of 50/25/25 over 18 to 24 months
For more information please call 01765 698 699 and quote the reference number 15900 ask for Byron Snaith
Current turn over circa: £250,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: West Yorkshire
Additional Notes: Average ongoing charge of 0.5%.
Could carry on working with the business.
Approximately 100 clients.
Between £40mill and £50mill FUM
Looking at an offer of at least 3.75x recurring income.
No exposure to DB transfers of esoteric investments.
No complaints or regulation issues.
Share purchase required.
For more information please call 01765 698 699 and quote the reference number 30318 ask for Byron Snaith
Current turn over circa: £70,000
Offers over: £180,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: County Durham
Locations: Durham
Additional Notes: Established IFA with long term client relationships of 20 years plus is now seeking a safe pair of hands for his loyal clientbase. Mainly Pensions based this asset sale will be complimented by a warm handover by this retiring principal. With an average client age of mid 50s there is significant opportunity for growth with these accumulating clients.
For more information please call 01765 698 699 and quote the reference number 30311 ask for Byron Snaith
Current turn over circa: £150,000
Offers over: £420,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: South Yorkshire
Additional Notes: - Under 100 actively reviewed clients.
- Over £100,000 of recurring revenue
- Approximately £20,000,000 FUM
- Looking for a guaranteed future buyout opportunity.
For more information please call 01765 698 699 and quote the reference number 30278 ask for Byron Snaith
Current turn over circa: £32,000
Offers over: £128,000
Established: 5 to 10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Leeds
Additional Notes: Asset purchase.
For more information please call 01765 698 699 and quote the reference number 15095 ask for Byron Snaith
Current turn over circa: £ 450,000
Offers over: £ 812,500
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: West Yorkshire
Additional Notes: - Average client charge 0.78%. Old investment bonds on 0.5%. Generally charges 0.75% but has been slowly migrating to a 1% model.
- Turnover close to £500,000. This IFA is still generating significant levels of new business despite looking to ease their foot off the gas and retire. Significant opportunity for someone who is more hungry for growth.
- Very well organized, using Intelligent Office for a back-office system. Significant levels of MI is available.
- All FUM focused on a single platform, not spread to the heavens.
- Risk-free business having conducted no DB transfers. Keen to sell the shares of the business solely for tax reasons. Looking for someone who can provide better client service. A bigger business but small enough to care about each client.
For more information please call 01765 698 699 and quote the reference number 30204 ask for Byron Snaith
Current turn over circa: £ 80,000
Offers over: £ 268,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: -£8,000,000 of FUM actively serviced, fee-based charging structure.
-1% ongoing charge.
-Serviced via telephone.
-Client bank sale i.e. no liability for previous advice
For more information please call 01765 698 699 and quote the reference number 30178 ask for Byron Snaith
Current turn over circa: £ 1,600,000
Offers over: £ 3,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: County Durham
Additional Notes:
Extremely Profitable IFA Practice (margin on recurring c.60%) with an Efficient Client Service Model and an Average Portfolio Size of Over £200,000
For more information please call 01765 698 699 and quote the reference number 30172 ask for Byron Snaith
Current turn over circa: £ 4,000,000
Offers over: £ 7,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: - Based in the North East, this practice boasts over half a billion under management.
- With an EBITDA value over a third of the turnover, this a very profitable, growing firm.
- Directly authorized limited company.
For more information please call 01765 698 699 and quote the reference number 30165 ask for Byron Snaith
Current turn over circa: £ 50,000
Offers over: £ 185,000
Established: 10-1 years
Gross Recurring Revenue: 30-50k
Number of staff: 0-1
Locations: West Yorkshire
Additional Notes: Rare opportunity to acquire this AR internet based business with Direct Offering through a well-known provider. Minimal admin is required to manage this business that generates average fees of 0.4%. This business provides investors with simple and secure ISA and Investment Fund choices and switches.
This would suit a business considering client segmentation or indeed those with established online presence and marketing ability.
For more information please call 01765 698 699 and quote the reference number 30143 ask for Byron Snaith
Current turn over circa: £ 250,000
Offers over: £ 665,000
Established: 5-10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: County Durham
Additional Notes: Retirement scenario.
Average On-going Adviser Charge = 0.5 - 0.7
Total FUM = 35 million
Approximately 100 households. With an average client age of below 60 years.
No high-risk products such as DB transfers, ETF's, UCIS, Structured Products, EIS or VCT, etc.
Back office system = Intelligent office
Offers with a minimum of 50% upfront, 25% at the end of 12 months and 25% at the end of 24 months considered.
For more information please call 01765 698 699 and quote the reference number 30116 ask for Byron Snaith
Current turn over circa: £ 75,000
Offers over: £ 165,000
Established: 5-10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0-1
Locations: Darlington
Additional Notes: Goodwill and asset purchase i.e. no liability for previous advice.
30 client households with close to £250,000 invested on average. Average client charge of less than 1%.
FUM £6 mill - £7mill. FUM all sat on Transact.
Deal structure of 3.25x recurring income with 50% upfront and 25% at the end of 12 months and 25% at the end of 24 months.
For more information please call 01765 698 699 and quote the reference number 30079 ask for Byron Snaith
Current turn over circa: £ 1,600,000
Offers over: £ 3,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: County Durham
Additional Notes:
Extremely Profitable IFA Practice (margin on recurring c.60%) with an Efficient Client Service Model and an Average Portfolio Size of Over £200,000
For more information please call 01765 698 699 and quote the reference number 30172 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
