Current turn over circa: £400,000
Offers over: £1,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Lanarkshire
Locations: Glasgow
Additional Notes: Established in 2003 this opportunity benefits from:
- £56m plus FUM
- 0.5% average ongoing giving opportunity for uplift
- 95% Clients within 1 hours of Glasgow
- Client Portfolios £200k plus Average
- An experienced Back Office Team
Enquiries invited from those acquirers offering 50% consideration on completion and that would consider retaining this compact team for a minimum of 2 years
For more information please call 01765 698 699 and quote the reference number 30695
Current turn over circa: £300,000
Offers over: £950,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: - He is looking to pass on approximately 100 households of loyal clients via an in depth handover.
- Almost £40mill FUM.
- 95% of the business is held on one platform
For more information please call 01765 698 699 and quote the reference number 30668
Current turn over circa: £500,000
Offers over: £2,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Aberdeenshire
Locations: Aberdeen
Additional Notes: Established IFA Share Sale required
For more information please call 01765 698 699 and quote the reference number 30634
Current turn over circa: £750,000
Offers over: £2,300,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Aberdeenshire
Additional Notes: Average ongoing client charge 0.5% lots of uplift potential.
Profitable entity adding around £2mill new FUM per month.
Ltd company, directly authorised business with very limited liability.
For more information please call 01765 698 699 and quote the reference number 30619
Current turn over circa: £70,000
Offers over: £210,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Dumfries and Galloway
Additional Notes: Private Medical Insurance Business perfect cross selling opportunity
For more information please call 01765 698 699 and quote the reference number 30565
Current turn over circa: £100,000
Offers over: £335,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: Average Portfolios in excess of £200k all on one platform
For more information please call 01765 698 699 and quote the reference number 30547
Current turn over circa: £180,000
Offers over: £520,000
Established: 3 to 5 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: County Antrim
Additional Notes: Established Niche Firm with young professional client base
For more information please call 01765 698 699 and quote the reference number 30524
Current turn over circa: £2,000,000
Offers over: £2,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Aberdeenshire
Additional Notes: Retention of the brand, offices, name, and staff essential to the deal. Director would like to stay on looking after their clients.
The value will be attained based on a multiple of EBTIDA.
Selling looking for a deal focused on continuity and minimal change.
For more information please call 01765 698 699 and quote the reference number 30523
Current turn over circa: £150,000
Offers over: £200,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Glasgow
Additional Notes: The vendor is looking to retire from the industry
0.5% adviser charge
No DBT or anything risky
For more information please call 01765 698 699 and quote the reference number 30505
Current turn over circa: £1,000,000
Offers over: £3,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Uplift potential.
No DB transfers.
For more information please call 01765 698 699 and quote the reference number 30386
Current turn over circa: £500,000
Offers over: £1,350,000
Established: 1 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Belfast
Additional Notes: - AR opportunity.
- Guaranteed buyout to be put in place at pre-agreed deal structure and value.
For more information please call 01765 698 699 and quote the reference number 30232
Current turn over circa: £ 250,000
Offers over: £ 540,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Fife
Additional Notes: - Directly authorised limited company. Exceptionally clean having no complaints, regulation issues. Conducted no risky business (no DB transfers, EIS, VCT, UCIS, structured products, etc).
- Happy to provide a face to face handover for the passing on of the client goodwill.
- Approximately 120 households
- Intelliflo back-office system
- A really solid client foundation where new business is being turned away by the director.
- Fantastic opportunity to buy a clean, well-oiled business. Due to the vanilla nature of the firm, the seller would only look to sell the shares so that they qualify for ER.
For more information please call 01765 698 699 and quote the reference number 30206
Current turn over circa: £ 150,000
Offers over: £ 450,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Glasgow
Additional Notes: Established DA business with average portfolios between £150k and £200k ongoing fees of 0.6% typically. Healthy Mortgage and Protection pipeline.
For more information please call 01765 698 699 and quote the reference number 30162
Current turn over circa: £ 300,000
Offers over: £ 860,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Inverness
Additional Notes:
Exceptional Directly Authorised Practice with an average client portfolio of £450,000, £35m FUM and Turnover of over £300,000
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice offers three distinct levels of service, the third being a Premier offering servicing larger clients, including almost 10 clients with a portfolio size of above £1,000,0000. Housing largely high net-worth clients, the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30043
Current turn over circa: £ 300,000
Offers over: £ 860,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Inverness
Additional Notes:
Exceptional Directly Authorised Practice with an average client portfolio of £450,000, £35m FUM and Turnover of over £300,000
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice offers three distinct levels of service, the third being a Premier offering servicing larger clients, including almost 10 clients with a portfolio size of above £1,000,0000. Housing largely high net-worth clients, the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30043
Current turn over circa: £ 300,000
Offers over: £ 860,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Inverness
Additional Notes:
Exceptional Directly Authorised Practice with an average client portfolio of £450,000, £35m FUM and Turnover of over £300,000
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice offers three distinct levels of service, the third being a Premier offering servicing larger clients, including almost 10 clients with a portfolio size of above £1,000,0000. Housing largely high net-worth clients, the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30043
Current turn over circa: £ 750,000
Offers over: £ 0
Established: 15-2 years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Highlands
Additional Notes: Fantastically Profitable (Profit margin over 60%) and Highly Unique Practice with an going Adviser charge of 0.45%, managing c.£100m FUM, £320,000 in Recurring Revenue
Rare opportunity to acquire a Practice with an exceptional amount of potential within the client bank. The business has over 3400 clients (only 17% currently active) with 400-500 being very warm to the Practice but paying no adviser fee. 1-2 years post acquisition, this business has the potential to double its bottom line and add c.£900,000 in profit to your business through conversion of passive clients to active clients alone. Equal untapped potential lies within ongoing fee uplift, which will see very high retention in clients has the they have been prepped for an increase in the near future.
Established almost 20 years and Located in Inverness Region, the Practice offers three distinct levels of service. The third being a more Ad-Hoc service to larger clients, of which the largest has a portfolio size of £1.5m.
Looking forward, there are four Administrators and one Advisor who are flexible to stay in the business on a more permanent basis, ensuring near 100% retention and continuity post aquisition.
For more information please call 01765 698 699 and quote the reference number 14557
Current turn over circa: £ 228,936
Offers over: £ 332,501
Established: 15-2 years
Gross Recurring Revenue: 70-100k
Number of staff: 3-5
Locations: Paisley
Additional Notes: Business for sale Paisley and West, with upwards of £22 - 25million in funds under management and a recurring revenue approaching £100K. Turnover, over £225,000.
My client has built up this business over the last 18 years and has amassed a significant amount of funds under management in this time. At over £22million it is an impressive but manageable size for most acquirers looking to grow significantly in the coming year.
Clients are offered a full range of services. Including specialist advice on defined benefit transfer, annual reviews. With an average ongoing adviser charge of between 0.5% and 0.75%, there is significant uplift potential for the right acquirer.
A directly authorised firm, this business has a desirable client make-up with the average age between 30 and 60 and 160 households. This means that average portfolio size is between £137,000 and £157,000.
With no complaints upheld or outstanding, any acquirer can be assured that they are buying a truly stellar business with an excellent client base and vast potential, much of which is still untapped.
My client is looking for offers over 3.5X the recurring revenue and is interested in businesses that are client-focused, have a local presence or would take on a local presence as this is very much a high street business.
For more information please call 01765 698 699 and quote the reference number 30026
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
