Current turn over circa: £1,500,000
Offers over: £5,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With only 300 clients, time will be spent efficiently with highly-profitable clients.
For more information please call 01765 698 699 and quote the reference number 31339
Current turn over circa: £260,000
Offers over: £850,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Herefordshire
Additional Notes: With an on-going advisor charge of 0.5%, there is potential to increase revenue post-completion.
For more information please call 01765 698 699 and quote the reference number 31332
Current turn over circa: £175,000
Offers over: £470,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 3 to 5
Locations: Bristol
Additional Notes: With just 40 households, time will be weel spent servciing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31253
Current turn over circa: £100,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Devon
Locations: Exeter
Additional Notes: With an average portfolio size per-household of £250,000, time will be spent servicing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31122
Current turn over circa: £500,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Glamorgan
Additional Notes: An average portfolio-size per household of £250k means time will be well spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31228
Current turn over circa: £350,000
Offers over: £1,050,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Bristol
Additional Notes: The acquisition of the business would be structured as an asset, with no liability assumed by the acquiring party.
The principal is happy to engage in a 6-12 month handover to ensure all clients succeesfully transition across.
For more information please call 01765 698 699 and quote the reference number 16673
Current turn over circa: £250,000
Offers over: £600,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Somerset
Locations: Taunton
Additional Notes: Average portfolios of £150k ongoing fees of 0.6% providing plenty of room for potential uplift maximising profits post acquisition.
Very clean DA business as no high risk products have been advised to client within the business
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer.
For more information please call 01765 698 699 and quote the reference number 15496
Current turn over circa: £330,000
Offers over: £710,600
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: 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 £180,000 and thus the vast majority of clients are profitable to service.
No risky products have been advised in he business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 30989
Current turn over circa: £100,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Devon
Locations: Exeter
Additional Notes: With an average portfolio size per-household of £250,000, time will be spent servicing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31122
Current turn over circa: £240,000
Offers over: £485,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Gloucestershire
Locations: Gloucester
Additional Notes: With an average portfolio size per-household of £500,000, time will be spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31093
Current turn over circa: £150,000
Offers over: £535,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Devon
Locations: Exeter
Additional Notes: Average portfolio per-household of £300k, meaning time won't be wasted with low value clients.
No high-risky products within the business.
For more information please call 01765 698 699 and quote the reference number 31084
Current turn over circa: £215,000
Offers over: £560,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Somerset
Locations: Bath
Additional Notes: With no high-risky products and on an asset sale, you can be sure of a simple, clean acquisition.
For more information please call 01765 698 699 and quote the reference number 31070
Current turn over circa: £100,000
Offers over: £300,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Locations: Guildford
Additional Notes: Average portfolio size per household of £236,000, meaning each client will be worth time servicing.
Average on-going advisor charge of 0.5, representing signiifcant uplift potential.
For more information please call 01765 698 699 and quote the reference number 31021
Current turn over circa: £330,000
Offers over: £760,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: 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 £300,000 and thus the vast majority of clients are profitable to service.
No risky products have been advised in he business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 30989
Current turn over circa: £3,200,000
Offers over: £18,000,000
Established: 30 to 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: South West
Additional Notes:
- The business houses all employed advisers in both London and the South West
- The average portfolio invested per client sits between £5-600,000
For more information please call 01765 698 699 and quote the reference number 14588
Current turn over circa: £280,000
Offers over: £960,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Herefordshire
Locations: Hereford
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.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
No risky 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 30978
Current turn over circa: £250,000
Offers over: £1,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Wiltshire
Locations: Salisbury
Additional Notes: Very clean DA business as no high risk products have been advised to client within the business.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
Average portfolios £200k ongoing fees of 0.5%
For more information please call 01765 698 699 and quote the reference number 30969
Current turn over circa: £545,000
Offers over: £1,720,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Exeter/Taunton
Additional Notes:
Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000
- No risky products have been advised in the business, reducing the liability of a potential purchase
- A light back office team means the business should make £300-£350,000 in post-acquisition profit (advisory cost dependant)
For more information please call 01765 698 699 and quote the reference number 30964
Current turn over circa: £500,000
Offers over: £1,550,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes: - The majority of clients are businesses owners / working professionals and still accumulating wealth
- No permanent staff or offices to follow with the acquisition and thus the business should make over £300,000 in post-acquisition profit (advisory cost dependant)
- Very limited liability within the company
For more information please call 01765 698 699 and quote the reference number 30949
Current turn over circa: £850,000
Offers over: £2,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Gloucestershire,Wiltshire
Additional Notes:
- The business houses largely High-Net worth clients with an average portfolio size of £750,000
- The business is highly profitable generating over £400,000 in operating profit
For more information please call 01765 698 699 and quote the reference number 30944
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
