Current turn over circa: £320,000
Offers over: £1,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Cheshire
Additional Notes: Shortlisted acquirers must offer:
- Share Purchase
- Minimum 50% deposit upon completion
- Deferred Payment over 12-18 months
For more information please call 01765 698 699 and quote the reference number 30836
Current turn over circa: £125,000
Offers over: £400,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Lancashire
Locations: Bolton
Additional Notes: Minimum of 60% upon completion with remainder of deferred consideration to be paid in a maximum of 24 months
For more information please call 01765 698 699 and quote the reference number 30813
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: £550,000
Offers over: £2,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater Manchester
Locations: Bolton
Additional Notes: Established in 2010 this firm is offered with the benefit of the the following:
- Average Ongoing of 0.6% providing opportunity to uplift
- 90% Clients within an hour of Bolton all profitable to service
- I.O. Back Office giving accurate data on this firm
Enquiries invited from those acquirers willing to offer in excess of 4x recurring with a minimum 60% deposit and instalments over 18 months maximum
For more information please call 01765 698 699 and quote the reference number 30719
Current turn over circa: £80,000
Offers over: £290,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Lancashire
Locations: Blackburn
Additional Notes:
- Retirement following warm handover.
- Average Household £350k plus 0.5% ongoing.
- Minimum 60% consideration required upon completion.
- Total payment over a maximum of 18-24 months.
For more information please call 01765 698 699 and quote the reference number 30651
Current turn over circa: £1,200,000
Offers over: £4,300,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Lancashire
Locations: Burnley
Additional Notes: Long established very profitable IFA seeking share or asset sale. Retention of Advisers/Staff and Premises are preferred
Payment profile 50/25/25
For more information please call 01765 698 699 and quote the reference number 30649
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Lancashire
Additional Notes: Average Portfolios in excess of £250k , long standing relationships and room for uplift this profitable business is offered as Share or Asset Sale with those acquirers offering 60% first payment over a maximum of 2 years and the potential retention of an Adviser likely to be given preference
For more information please call 01765 698 699 and quote the reference number 30640
Current turn over circa: £10,000,000
Offers over: £4,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: More than 50
Locations: Greater Manchester
Additional Notes: Opportunity to acquire a very profitable network with their own platform.
Vast growth potential.
Fantastic management team.
Competitive CIP investment opportunities.
Making £1mill EBITDA.
For more information please call 01765 698 699 and quote the reference number 30639
Current turn over circa: £170,000
Offers over: £570,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Lancashire
Additional Notes: Established IFA with long standing local client relationships
For more information please call 01765 698 699 and quote the reference number 30598
Current turn over circa: £1,200,000
Offers over: £3,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Greater Manchester
Additional Notes: - Very little DB transfer exposure
- Average client over £250,000
- Very low risk with high potential growth opportunity
- Outsourced DFM proportion provides instant uplift if bought in-house.
For more information please call 01765 698 699 and quote the reference number 30589
Current turn over circa: £120,000
Offers over: £410,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire,Cumbria
Additional Notes: Established business with a preference for a share sale 50/25/25 over 2 years
For more information please call 01765 698 699 and quote the reference number 16519
Current turn over circa: £300,000
Offers over: £850,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: West Yorkshire
Additional Notes: Seller will be joining the firm
Wants to focus on running a DFM arm to the business
Opportunity for a significant new value chain to any buyer
For more information please call 01765 698 699 and quote the reference number 16388
Current turn over circa: £80,000
Offers over: £290,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Cheshire,Greater Manchester
Additional Notes: Established client bank with portfolios in excess of £200k average. The Retiring IFA will provide a warm handover with a payment profile sought of 60/20/20 over two years.
For more information please call 01765 698 699 and quote the reference number 30572
Current turn over circa: £125,000
Offers over: £250,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Preston
Additional Notes: £20mill FUM
Retiring individual
No offices, staff or liability.
For more information please call 01765 698 699 and quote the reference number 30571
Current turn over circa: £200,000
Offers over: £610,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Cheshire,Greater Manchester
Additional Notes: Average Household > £150k Portfolios with accumulating clients average age of 60.
For more information please call 01765 698 699 and quote the reference number 30506
Current turn over circa: £100,000
Offers over: £120,000
Established: 15 to 20 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Lancashire
Additional Notes: Established in the area for over 20 years this business has long standing client relationships and many are referrals from local accountants. This represents a perfect cross selling opportunity to mortgage clients and small and medium sized businesses and their owners / directors.
Clean regulatory and compliance history together with low PI premium provide a perfect launch pad for someone wishing to take this business forward
For more information please call 01765 698 699 and quote the reference number 30492
Current turn over circa: £100,000
Offers over: £273,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Cheshire
Additional Notes: 70 Households Average circa £160k. Vanilla practice with no DB exposure average ongoing charge of 0.7% giving opportunity for uplift
For more information please call 01765 698 699 and quote the reference number 30489
Current turn over circa: £200,000
Offers over: £490,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Cumbria
Additional Notes: 2 directors looking to exit the industry and find the right home for their clients with one adviser looking to stay with the acquiring firm.
The average portfolio size is around £200,000.
For more information please call 01765 698 699 and quote the reference number 30455
Current turn over circa: £130,000
Offers over: £395,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire
Additional Notes: High quality client bank with incredible potential to grow. Long established relationships and warm handover to be provided to the acquirer.
For more information please call 01765 698 699 and quote the reference number 16711
Current turn over circa: £100,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Cheshire
Additional Notes: Longer-Term Succession Plan needed. Looking to Merge with a Buyer a secure a Guaranteed exit strategy.
Average On-going Adviser Charge = 0.50
Total FUM = 8,000,000
Total FUI (Funds with no ongoing charge) = 4,000,000
Back Office
Back Office System = iO
For more information please call 01765 698 699 and quote the reference number 30408
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
