Current turn over circa: £250,000
Offers over: £850,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Greater Manchester
Additional Notes: Long established directly authorised IFA with average portfolios in excess of £200k presents a rare opportunity for an experienced acquirer to add £40m plus of FUM within an hours drive of Manchester. A warm handover to ensure maximum client retention will be provided.
Businesses who can offer a competitive deposit of at least 50% with a profile of 50/25/25 on a share purchase basis will be looked upon favorably. This business has a clean compliance and regulatory record and IO back-office systems to provide due diligence upon request
For more information please call 01765 698 699 and quote the reference number 30406
Current turn over circa: £125,000
Offers over: £325,000
Established: 1 to 3 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Cheshire
Additional Notes: 125 clients.
£15 mill.
£100,000 average portfolio size when outliers are removed.
For more information please call 01765 698 699 and quote the reference number 30394
Current turn over circa: £47,000
Offers over: £150,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Cumbria
Additional Notes:
For more information please call 01765 698 699 and quote the reference number 14548
Current turn over circa: £30,000
Offers over: £65,000
Established: 1 to 3 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Greater Manchester
Additional Notes: Directly Authorised business shell for sale established less than 4 years ago with no high risk business conducted and competative PI Premium and Policy in Place.
This would be an ideal opportunity for those seeking to exit a network or Regulated Individuals wishing to be masters of their own destiny.
The business will be sold with no clients
For more information please call 01765 698 699 and quote the reference number 30350
Current turn over circa: £125,000
Offers over: £500,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Bolton
Additional Notes: - 1% ongoing charge
- Exiting the industry for a new role in health service
For more information please call 01765 698 699 and quote the reference number 30346
Current turn over circa: £130,000
Offers over: £330,000
Established: 3 to 5 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: Nationwide client base of young accumulating households with many in their 40s and 50s for sale by way of an asset sale.
This predominantly pension based business would be a fantastic addition to a business specializing in this sector or indeed as a venture in itself.
Offers invited over £330k over a maximum of 24 months 50/25/25.
For more information please call 01765 698 699 and quote the reference number 30343
Current turn over circa: £850,000
Offers over: £3,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Stockport
Additional Notes: My client has vast amounts of experience as an advisor, having been in the industry for almost 35 years. With very limited exposure to risk - no DB transfer exposure and no structured products this is a fantastic opportunity for any acquirer to significantly increase their funds under management and profit line with minimal risk.
An enviable client bank made up of just over 100 households and an average portfolio size of around 250k with some clients investing north of £2million. Having focused on client relationships throughout their career, my client is now in an excellent position to ensure a robust handover ensuring maximum retention. Clients are focused around two key locations of London and the North West.
Offering an in-depth, flexible, face to face handover period being open to offers ranging from a 12 month to 2 year period as required by the acquirer. Small employed workforce to consider. My client is committed to working alongside the acquirer to ensure as smooth a transition as possible.
Looking for an offer of 5x - 6x EBITDA paid with 50% upfront, 25% at the end of 12 months and 25% at the end of 24 months. Share purchase.
For more information please call 01765 698 699 and quote the reference number 14872
Current turn over circa: £1,000,000
Offers over: £2,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Cheshire
Additional Notes: Selling party looking for share purchase.
Company Turnover - £1,000,000
Profit (EBITDA) over £500,000
1% ongoing charge
Almost £100 mill FUM
Directly authorized ltd company
For more information please call 01765 698 699 and quote the reference number 30289
Current turn over circa: £195,000
Offers over: £450,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire
Additional Notes: - Focused on attaining an offer over 12 months with 50% or more paid upfront.
- Happy to do a face to face handover of clients.
- Share purchase - no DB exposure or other esoteric aspects.
- Uplift potential - 0.75% charging structure for a single annual meeting.
For more information please call 01765 698 699 and quote the reference number 30282
Current turn over circa: £2,000,000
Offers over: £8,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: Cheshire
Additional Notes: - Avg. portfolio size over £500,000
- Adjusted profit almost £1 mill
- Recurring income closing in on £2 mill
- Minimal DB exposure
- Chartered financial planners
- Cashflow forecasting as standard
- Key staff to stay on and grow the business
- Unparalleled understanding of their own business and a clear vision of what they want to acheive with the new buyer.
For more information please call 01765 698 699 and quote the reference number 30231
Current turn over circa: £250,000
Offers over: £715,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Cumbria
Additional Notes: DA business with average portfolios in excess of £225k
For more information please call 01765 698 699 and quote the reference number 30214
Current turn over circa: £160,000
Offers over: £250,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: Client bank with circa 70 Households and average portfolios of £170k plus. Solid client relationships of up to 20 years in many cases.
This chartered individual is looking for an experienced acquirer with continuity and client service central to their approach
For more information please call 01765 698 699 and quote the reference number 30210
Current turn over circa: £ 4,000,000
Offers over: £ 5,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 20 to 50
Locations: Cheshire
Additional Notes: - Profit North of £900,000
- Over a quarter of billion FUM
For more information please call 01765 698 699 and quote the reference number 30207
Current turn over circa: £ 85,000
Offers over: £ 255,000
Established: 25 to 30 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: Fantastic seller in the Greater Manchester area with around £10million in funds under management and a recurring revenue nearing £70,000. Looking for the right buyer, offering a similarly exceptional level of client service.
With a turnover approaching £85K, and profits of around £65K this, chartered, lifestyle business would be a great acquisition for smaller acquirers and those looking to expand rapidly adding approximately 60 clients with a personal handover of relationships.
A chartered practice, with manageable client numbers and an average portfolio size approaching £200K, this is exactly the kind of firm that we have constant enquiries about.
Having been in the industry for nearly 50 years, my client has ensured that they have had no complaints at all in that time, so any acquirer can be assured that they are taking on a safe and reliable business, with an exceptional reputation within the clients.
My client is looking for acquirers around the local area who are similarly focused on fantastic client service. Reputation is extremely important to my client and as such they are keen to speak to like-minded individuals providing full financial planning and a holistic, full range of financial services.
Looking for an offer of 3.65x recurring income paid with 50% upfront and paid over a total period of 12 months or shorter; due to the age of the selling party and small nature of the business.
For more information please call 01765 698 699 and quote the reference number 30007
Current turn over circa: £ 85,000
Offers over: £ 195,000
Established: 20 t years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Lancashire
Additional Notes: Established business with strong client relationships. The geographic spread of clients is within 10 miles. Compliance and Regulatory record is superb with no complaints
For more information please call 01765 698 699 and quote the reference number 30158
Current turn over circa: £ 200,000
Offers over: £ 655,000
Established: 10-1 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: Lancashire
Additional Notes: Husband and wives family run business for sale. Small Ltd company with a high-profit level of 75%.
Chartered business, never had a complaint. Low PI cost of less than £4000 per year.
Directly authorised.
Intelligent office back office system.
Vast uplift potential for the right firm; average ongoing charge is 0.5%. On FUM of approximately £40mill.
Less than 100 clients with an average portfolio size of £400,000.
All ongoing financial reviews. Most investments outsourced to risk-rated portfolios either MM funds, Managed Funds or models run by DFM.
Advising workforce structure
For more information please call 01765 698 699 and quote the reference number 30112
Current turn over circa: £ 120,000
Offers over: £ 175,000
Established: 1-3 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Cumbria
Additional Notes: Retiring seller looking for a safe home for his life's work. No complaints or regulations issues.
Opportunity to buy £50,000 of recurring revenue associated with over £10mill FUM. Business split - 70% investments, 25% pensions, 5% protection. All fee-based adviser charging where clients are seen annually.
Goodwill and asset purchase with 12 month handover period provided by the seller.
For more information please call 01765 698 699 and quote the reference number 30077
Current turn over circa: £ 100,000
Offers over: £ 220,500
Established: 5-10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Lancashire
Additional Notes: Business for sale in the North West, with upwards of £12 million in funds under management and a recurring revenue approaching £65K.
My client has built up this business over the last 10 years; manageable size for most acquirers looking to grow significantly in the coming year.
Clients are offered an annual service. With an average ongoing adviser charge of between 0.5%, there is significant uplift potential for the right acquirer.
A directly authorised soletrader, this business has a desirable client make-up with an average age of 60 and fewer than 60 households. This means that the average portfolio size is over £200,000.
With no complaints upheld or outstanding, any acquirer can be assured that they are buying a truly excellent client base and vast potential, much of which is still untapped. Further FUI and clients posed to invest further cash.
My client is looking for offers over 3.5X the recurring revenue. A true adviser who looking at a short handover before retirement.
For more information please call 01765 698 699 and quote the reference number 30039
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
