Home / IFA Firms For Sale / North East and Yorkshire / North East IFA circa £9m FUM £400k Household Average
On Hold
£100,000

North East IFA circa £9m FUM £400k Household Average

Ref: 15900
Current Turnover
£100,000
Offers Over
£320,000
Established
10 to 15 years
Gross Recurring Revenue
70-100k
Number of Staff
1
Location
North East and Yorkshire

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 Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Show me more sellers like this Ref: 15900
North East and Yorkshire

IFA similar to this

IFA in West Yorkshire with £115m FUM

  • Turnover: £1,100,000
  • Offers Over: £3,250,000
  • Location: North East and Yorkshire
View Details →

Leeds IFA Asset Sale circa £16.5m AUM

  • Turnover: £155,000
  • Offers Over: £565,000
  • Location: North East and Yorkshire
View Details →

HNW IFA in West Yorkshire with £100m FUM

  • Turnover: £900,000
  • Offers Over: £3,000,000
  • Location: North East and Yorkshire
View Details →

IFA in the North East with £250m FUM

  • Turnover: £1,100,000
  • Offers Over: £2,750,000
  • Location: North East and Yorkshire
View Details →

South Yorkshire IFA with £150m FUM

  • Turnover: £1,600,000
  • Offers Over: £6,000,000
  • Location: North East and Yorkshire
View Details →