IFA for Sale North West & Cumbria

Current turn over circa: £50,000

Offers over: £160,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Manchester

Additional Notes:
This firm benefits from
- Average Households > £300k
- Asset Sale
- Concise Client Geography
- Manchester/ Stockport

For more information please call 01765 698 699 and quote the reference number 31405

Current turn over circa: £75,000

Offers over: £200,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Manchester

Additional Notes:

For more information please call 01765 698 699 and quote the reference number 31403

Current turn over circa: £100,000

Offers over: £290,000

Established: 20 to 25 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Lancashire

Additional Notes:
- Uplift Potential on 0.4% average ongoing fee
- 100% of clients within 1 hour of business

For more information please call 01765 698 699 and quote the reference number 31276

Current turn over circa: £500,000

Offers over: £2,250,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Lancashire

Additional Notes:
- Established Practice
- Retirement Sale
- Average Households >£500k

For more information please call 01765 698 699 and quote the reference number 31269

Current turn over circa: £125,000

Offers over: £500,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes:
- Nationwide Client Base
- Average circa £100k households
- Uplift potential

For more information please call 01765 698 699 and quote the reference number 31248

Current turn over circa: £235,000

Offers over: £820,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Lancashire

Locations: Preston

Additional Notes:
This Directly Authorised business benefits from :
- Average portfolios of £210k plus
- No DB
- No upheld or outstanding Pi claims

For more information please call 01765 698 699 and quote the reference number 31226

Current turn over circa: £420,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Lancashire

Additional Notes:
- No Historic Liability Issues Clean Ltd Company
- Share Sale Only
- Minimum of 60% deposit
- Deferred Consideration Profile 60/20/20
- Healthy Level of new business generated £100k plus

For more information please call 01765 698 699 and quote the reference number 31185

Current turn over circa: £180,000

Offers over: £650,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: Merseyside

Locations: Manchester

Additional Notes: - Low ongoing advisor charge of 0.8% 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.

For more information please call 01765 698 699 and quote the reference number 31131

Current turn over circa: £25,000

Offers over: £90,000

Established: 10 to 15 years

Gross Recurring Revenue: <30k

Number of staff: 0

Locations: Merseyside

Locations: Liverpool

Additional Notes: Retiring IFA Managing c.£2m FUM Which Generates £20,000 from 15 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 £140,000 and thus the vast majority of clients are profitable to service.

For more information please call 01765 698 699 and quote the reference number 31127

Current turn over circa: £180,000

Offers over: £700,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Cheshire

Additional Notes:
Directly Authorised Business
Share Sale with 60% upfront required

For more information please call 01765 698 699 and quote the reference number 31118

Current turn over circa: £150,000

Offers over: £530,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Cheshire

Additional Notes:
- Uplift Potential
- Average Households > £300k

For more information please call 01765 698 699 and quote the reference number 15001

Current turn over circa: £340,000

Offers over: £850,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Lancashire

Locations: Preston

Additional Notes: The retiring principal would be delighted to engage in a 12 - 24 month handover to ensure all clients are given a warm introduction to the new firm.

No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition.

The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion

For more information please call 01765 698 699 and quote the reference number 31065

Current turn over circa: £100,000

Offers over: £300,000

Established: 30 to 35 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Lancashire

Locations: Preston

Additional Notes: Local and loyal client base built over 30 years, sole advisor looking to be purchased on an asset sale.

For more information please call 01765 698 699 and quote the reference number 30802

Current turn over circa: £106,000

Offers over: £370,000

Established: More than 35 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: West Yorkshire

Locations: Halifax

Additional Notes: Average portfolio size per-household of £600,000, meaning time will be spent with hight value clients.

Must maintain investment proposition.

For more information please call 01765 698 699 and quote the reference number 30996

Current turn over circa: £346,000

Offers over: £1,080,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Cheshire

Locations: Stockport

Additional Notes: Average portfolio size per household above a quarter of a million, meaning time won't be wasted visiting low-value clients.

Average household age of 54, meaning portfolios can continue to accumulate.

Average on-going advisor charge of 0.5%, leaving potential room for uplift.

For more information please call 01765 698 699 and quote the reference number 30965

Current turn over circa: £423,000

Offers over: £1,075,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Lancashire

Locations: Kendal

Additional Notes: Average portfolio size per household of £250,000, meaning time won't be wasted servicing low-value clients.

Average charging structure of 0.625 so there is room for potential uplift.

No DB transfers in the business, representing a potential clean acquisition.

For more information please call 01765 698 699 and quote the reference number 30916

Current turn over circa: £280,000

Offers over: £845,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Cumbria

Locations: Carlisle

Additional Notes: Average charging structure of 0.75% so potential room for uplift.

Asset-sale meaning any purchaser won't take on the liabilities of the business.

For more information please call 01765 698 699 and quote the reference number 30895

Current turn over circa: £170,000

Offers over: £575,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Conwy

Locations: Llandudno

Additional Notes: Average charging structure of 0.5 meaning room for uplift.

No risky products within the business, representing a clean acquisition.

For more information please call 01765 698 699 and quote the reference number 30885

Current turn over circa: £500,000

Offers over: £1,800,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Greater Manchester

Additional Notes: Asset sale of circa 160 Households this business benefits from the following:

- Average Ongoing of 0.5% giving uplift potential
- Long established client relationships

For more information please call 01765 698 699 and quote the reference number 30872

Current turn over circa: £3,000,000

Offers over: £11,000,000

Established: 25 to 30 years

Gross Recurring Revenue: More than 2m

Number of staff: 10 to 20

Locations: North

Additional Notes:

Northern Hub Managing c.£300m of Assets Generating £3m of Revenue With an EBITDA of £1.3m

- The business houses all employed advisers, several of which have capacity to take on significantly more clients

- The business has relationships with a large amounts of introducers which generate c.£4-500,000 in new business per year

For more information please call 01765 698 699 and quote the reference number 30864