Current turn over circa: £110,000
Offers over: £420,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Cornwall
Locations: Truro
Additional Notes: The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion.
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.
For more information please call 01765 698 699 and quote the reference number 30920
Current turn over circa: £410,000
Offers over: £1,296,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Carmarthenshire
Locations: Swansea
Additional Notes: Retiring IFA Managing c £55m FUM with Average portfolios of £144,000
The ongoing fees of 0.65% typically represents huge potential for fee uplift and value accretion.
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.
For more information please call 01765 698 699 and quote the reference number 30901
Current turn over circa: £500,000
Offers over: £684,500
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Devon
Locations: Plymouth
Additional Notes: Retiring IFA Managing c.£24.5m FUM Which Generates £185,000 from 85 Households
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 £287,000 and thus the vast majority of clients are profitable to service.
Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 30897
Current turn over circa: £520,000
Offers over: £1,280,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: Retiring IFA Managing c.£40m FUM Which Generates £320,000 from 115 Households
- 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 £350,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30878
Current turn over circa: £520,000
Offers over: £1,280,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: Retiring IFA Managing c.£40m FUM Which Generates £320,000 from 115 Households
- 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 £350,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30878
Current turn over circa: £600,000
Offers over: £2,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Hampshire
Additional Notes:
High-Net-Worth IFA Practice With the Average Client Producing £3,000 With the Whole Business c.£5-60,000 in Recurring Income
- The business has Partial Succession Planning Within the existing advisory team
- The Practice has limited exposure to any risky products and thus limiting the liability for any purchaser
- The Principal is looking for a regional buyer that can demonstrate a level of continuity post acquisitino
For more information please call 01765 698 699 and quote the reference number 14879
Current turn over circa: £75,000
Offers over: £290,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Hampshire
Locations: Southampton
Additional Notes: Average portfolios of £250,000 meaning each client will be well worth seeing.
Average age of 50 so the portfolios will be accumulating and grow effortlessly.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
For more information please call 01765 698 699 and quote the reference number 30849
Current turn over circa: £115,000
Offers over: £265,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Devon
Locations: Torquay
Additional Notes: The principal is happy to engage in a 6-12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
No staff to be taken on as part of the acquisition, maximising profits post-acquisition.
For more information please call 01765 698 699 and quote the reference number 30830
Current turn over circa: £120,000
Offers over: £330,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Hampshire
Locations: Guildford
Additional Notes: Ongoing fee charge of 0.5% so there’s room for potential uplift.
£23m FUM.
No staff within the business, simplifying the acquisition.
For more information please call 01765 698 699 and quote the reference number 30824
Current turn over circa: £95,000
Offers over: £200,000
Established: 30 to 35 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Surrey
Locations: Guildford
Additional Notes: Average portfolio size per household of £100,000.
Remote servicing favourable.
Principle happy to stay on in an introductory role and create further business through webinars.
For more information please call 01765 698 699 and quote the reference number 30823
Current turn over circa: £1,000,000
Offers over: £3,400,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Devon / Cornwall
Additional Notes:
- Full Succession plan within the business so little to no recruitment needed when the Principals retire.
- Very clean limited company as no high risk products have been advised to clients within the business.
- The current operating Margin is close to a 50% once factoring in adjustments post acquisition.
For more information please call 01765 698 699 and quote the reference number 30809
Current turn over circa: £800,000
Offers over: £2,900,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Gloucestershire / South Wales
Additional Notes:
- The average investment per household is over £700,000 and thus the vast majority of clients are profitable to service.
- The business runs very efficiently with a net profit margin of over 50%
For more information please call 01765 698 699 and quote the reference number 30803
Current turn over circa: £975,000
Offers over: £4,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Potential Acquirers should note the following:
- 60/20/20 payment profile required
- Retention of Staff & Premises
For more information please call 01765 698 699 and quote the reference number 30784
Current turn over circa: £240,000
Offers over: £480,000
Established: More than 35 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: Exeter based one man band managing £15m of clients assets
This firm is looking to pass on the assets and novate the policies into the acquirers business.
£130,000 of recurring income is looking to be sold by December 2021.
For more information please call 01765 698 699 and quote the reference number 30684
Current turn over circa: £150,000
Offers over: £440,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Dorset
Additional Notes: Dorset based IFA housing £20m FUM charging on average .55% ongoing. The recurring income is £110,000 with potential of uplift accelerating the return on investment.
The £20m FUM is comprised of 100 active households resulting in the average portfolio size being £200,000. This of course is a relatively small amount of profitable clients.
This retiring principal is looking for:
- A Dorset, Hampshire based practice
- A firm who will have a warm integration period where the principal will be involved in bridging the relationships
- A buyer who has the active funding or capital available
For more information please call 01765 698 699 and quote the reference number 30654
Current turn over circa: £25,000
Offers over: £80,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 0
Additional Notes: £4m FUM client bank to be integrated with only 20 clients and an avergae portfolio size of over £200,000
For more information please call 01765 698 699 and quote the reference number 30615
Current turn over circa: £75,000
Offers over: £200,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: Local IFA housing £10m FUM with an average ongoing advisory charge of .5% looking for the right home for his clients
An asset purchase of a 130 household client bank with the average portfolio size of £75,000 with zero infrastructure and staff to be taken on board so an incredibly easy and quick transaction.
For more information please call 01765 698 699 and quote the reference number 30614
Current turn over circa: £250,000
Offers over: £700,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on life's work
The principle of the firm is willing to provide a warm integration period and then looking to maintain an introducer relationship.
For more information please call 01765 698 699 and quote the reference number 30580
Current turn over circa: £80,000
Offers over: £300,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: One man Band housing £15m of FUM derived by clients in the medical sector with an average ongoing advisory charge of .5%
This business is fantastically vanilla conducting no esoteric products, so it is a very clean book of business for an acquirer,
There are less than 50 households resulting in the average portfolio size being over £300,000
For more information please call 01765 698 699 and quote the reference number 30577
Current turn over circa: £150,000
Offers over: £420,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Additional Notes: Local IFA housing £25m FUM with an average ongoing advisory charge of .5%
One man band with no staffing or office to be taken into consideration.
Fantastically vanilla firm conducting no risky products including DB Transfers.
For more information please call 01765 698 699 and quote the reference number 30561
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
