Current turn over circa: £700,000
Offers over: £2,200,000
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 just below £0.5m, meaning an acquirer would be working with highly profitable clients.
90% of the assets in the business are with two major providers, making the transition post-sale much simpler.
There are advisers in place who can continue with the buyer to make the transition easier and help with client retention.
For more information please call 01765 698 699 and quote the reference number 31891 ask for Edward Thorpe
Current turn over circa: £2,200,000
Offers over: £7,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: This business has an office and staff in place who can continue to grow the business, so although this could merge into an existing location, this could also be a new hub in the north-west.
Nearly 80% of client funds are with three major providers, increasing the simplicity of transferring assets post-sale.
For more information please call 01765 698 699 and quote the reference number 31876 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Conwy
Locations: Llandudno
Additional Notes: Acquiring this firm would bring over £36m of invested funds across 189 households, producing £335k in recurring income and an average client portfolio value above £110,000. So it's a manageable client base that allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.
With a low average client age of just 62, the client book offers strong longevity, with many expected to remain for 15 years or more.
The principal is happy to offer a warm handover, ensuring strong client retention and a seamless transition into your firm.
For more information please call 01765 698 699 and quote the reference number 31865 ask for Byron Snaith
Current turn over circa: £130,000
Offers over: £315,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Cheshire
Additional Notes: Acquiring this firm would bring £15m in funds across 125 households, producing £90k in recurring income and an average client portfolio value around £120,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
With a low average on-going adviser charge of around 0.6% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
No upheld or outstanding complaints and no risky products and he's happy with an asset sale, 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 or have a quicker exit.
For more information please call 01765 698 699 and quote the reference number 30408 ask for Byron Snaith
Current turn over circa: £1,450,000
Offers over: £5,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With offices and staff in place, this represents an opportunity to acquire a firm in a new location which can continue running profitably.
For more information please call 01765 698 699 and quote the reference number 31831 ask for Byron Snaith
Current turn over circa: £400,000
Offers over: £1,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Cumbria
Additional Notes: Now buying this firm would add nearly £100m of invested funds, with an average client portfolio value close to a quarter million. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
The low adviser charge at just 0.5% combined with a low average client age at 65, is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients over the next 15 years or more.
Being a share purchase makes integration smoother, as there is no need to re-paper clients or novate assets. You also gain continuity of revenue from day one, maintain existing supplier relationships, and inherit the trading history, which can strengthen your balance sheet and credibility for future growth or acquisitions.
For more information please call 01765 698 699 and quote the reference number 31682 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Blackburn
Additional Notes: Acquiring this well established firm would bring over £26m in funds, producing nearly £115k in recurring income. providing a strong foundation for long-term client retention and ongoing revenue stability.
Their low average on-going adviser charge of around 0.65% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The low average client age at 57 years old, provides longevity within the client book to ensure a high return on investment.
For more information please call 01765 698 699 and quote the reference number 31809 ask for Byron Snaith
Current turn over circa: £540,000
Offers over: £1,225,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This firm has an average portfolio size per household above £425k, meaning you will be taking on highly efficient and profitable clients.
c. 90% of the assets are with three major providers, increasing the simplicity of the transition post-sale.
For more information please call 01765 698 699 and quote the reference number 31802 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,700,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Greater Manchester
Additional Notes: The business houses and Average client case of £350,000 with virtually all clients being profitable to service
The money is advised via two MPS solutions with a TER between 1.2-1.9%
The adviser wishes to continue working in and growing the business for 3-4 years minimum
For more information please call 01765 698 699 and quote the reference number 31788 ask for Edward Thorpe
Current turn over circa: £510,000
Offers over: £2,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has just one adviser with £60m of FUM who is looking to remain for several years, meaning you can keep a highly productive adviser and ensure strong client retention.
The firm also has an average size portfolio per household above £500k, so you will be acquiring high quality clients.
For more information please call 01765 698 699 and quote the reference number 31769 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
