Current turn over circa: £350,000
Offers over: £950,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Dorset
Additional Notes:
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
- Average Household close to c.£500,000 in Portfolio Size
- Two advising Principles in the business looking for a phased
handover
- Little Infrastructure/Staff that would continue on in the
Practice
For more information please call 01765 698 699 and quote the reference number 30426
Current turn over circa: £450,000
Offers over: £1,150,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Cornwall
Additional Notes:
Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser
- Principal is looking for a phased handover in order to
properly bed in clients
- Partially built in succession within the Practice
For more information please call 01765 698 699 and quote the reference number 30423
Current turn over circa: £500,000
Offers over: £1,100,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Swansea
Additional Notes:
South Wales Client Bank Purchase of c.£65m FUM Generating £350,000 in Recurring Income
For more information please call 01765 698 699 and quote the reference number 29979
Current turn over circa: £1,200,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Somerset
Additional Notes: South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM
- Built in succession within all departments in the Practice
- Very limited exposure to risky products
For more information please call 01765 698 699 and quote the reference number 30418
Current turn over circa: £140,000
Offers over: £410,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Bristol
Additional Notes:
Boutique IFA Managing £20m FUM Across 30 Households with an Average Ongoing Adviser Charge of 0.5%
- The top 4 clients of this Practice have a net-worth of c.£70m with the IFA managing some of the wealthiest clients in the region.
- The principal is looking for a 6-9 month handover with no other staff/offices to join the aquiring firm.
The purchaser will ideally be Chartered with several well qualified IFA's to continue the relationships.
For more information please call 01765 698 699 and quote the reference number 30415
Current turn over circa: £240,000
Offers over: £550,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Cornwall
Additional Notes: Cornwall based practice generating £240k turnover, housing £25m FUM and maintaining £140,000 in net profit with the principal offering to stay on for a couple of years.
Rare opportunity with vast majority of clients in the accumulation stages of their wealth. The firm has also developed intergenerational planning within the client bank to ensure longevity of funds and clients.
The practice has zero exposure to liabilities, there is no staff to be taken on and an average .75% ongoing advisor charge.
For more information please call 01765 698 699 and quote the reference number 30409
Current turn over circa: £250,000
Offers over: £750,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes:
South Wales Based IFA Managing £40m FUM, Several Million Pound Clients and An Ongoing Adviser Charge of 0.5%
The firm's client bank is extremely local with over 95% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
The business has done virtually zero risky products and thus there is very limited liability within business.
For more information please call 01765 698 699 and quote the reference number 30403
Current turn over circa: £200,000
Offers over: £445,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Cardiff
Additional Notes:
Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice
The average age of clients is between 50-55 meaning the recurring income is naturally growing over time as 90% of Households are still in accumulation.
For more information please call 01765 698 699 and quote the reference number 30391
Current turn over circa: £2,800,000
Offers over: £8,400,000
Established: 10 to 15 years
Gross Recurring Revenue: More than 2m
Number of staff: 5 to 10
Locations:Somerset
Additional Notes: IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice
- All RI's are employed and either Chartered or Fellowship Status Financial Planners
- 85% of Funds Under Management can be moved to a purchaser's DFM in a short time window post acquisition
- Succession plan in place as junior advisers are training up to replace Retiring Principles Client Bank
For more information please call 01765 698 699 and quote the reference number 30389
Current turn over circa: £200,000
Offers over: £430,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 3 to 5
Locations: Cornwall
Additional Notes:
Truro Based Practice With £30m FUM, 0.4-0.6% Ongoing Charge and All Clients Local to The Truro and Plymouth Area
The Principal is looking to remain in the Practice and continue to expand current operations. The firm will ideally have paraplanning resources and potentially more to offer in the way of products/operations to be able to increase ongoing income over time.
For more information please call 01765 698 699 and quote the reference number 30357
Current turn over circa: £500,000
Offers over: £760,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Swansea
Additional Notes:
Retirement Sale: Very Profitable IFA Practice Generating c.£300,000 in profit with a Turnover of £500,000 and a Deal That Would be Structured as a Sale of The Assets and Goodwill
The Practice is brining on between 50-60 new clients a year with the infrastructure and systems in place to continue doing so post acquisition.
The acquisition of the business would be structured with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30051
Current turn over circa: £250,000
Offers over: £640,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Swansea
Additional Notes:
Profitable Swansea Based Practice Housing £20m FUM of Young, Higher-net-Worth, Professional Clients looking to Join Forces with a Regional Firm
The typical age of the Business Owner Client is c.45-55 with the vast majority of clients still in accumulation. The client bank is accumulating c.£1-2m FUM year as a result of the younger demographic and represents a book with many decades of Cash Flow remaining.
The principle has a strong preference to remain in the business and continue to grow the practice; historically c.5-7 new clients brought to the business every year. The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30335
Current turn over circa: £450,000
Offers over: £1,250,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Hampshire
Additional Notes:
Fantastic South East Hampshire Based Practice Housing £70m FUM, an Average Ongoing Charge of 0.53% and Higher Net Worth Clients
The firm's client bank is extremely local with 80% of clients in a 30 miles radius. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
The business has a high profile of clients with an average charging structure of 0.53%. The opportunity represents a significant opportunity for profit uplift given the acquiring firm can demonstrate material value (more details on request).
For more information please call 01765 698 699 and quote the reference number 30325
Current turn over circa: £460,000
Offers over: £1,600,000
Established: More than 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Oxfordshire
Additional Notes:
Profitable Wealth Management Firm with c.£90m FUM, and Ongoing Charge of 0.5% Ongoing with Zero Risky Products Offered Since Establishment
The high level of profitability can be partly accredited to a very high level (over 90%) 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 typical client portfolio consists of over £300k with the vast majority of clients being profitable and still in the accumulation phase.
This business represents huge opportunity for both uplift and growth within the existing client base with a lower average ongoing fee and a huge amount of natural growth within the large number of younger clients.
For more information please call 01765 698 699 and quote the reference number 30319
Current turn over circa: £350,000
Offers over: £960,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Bath
Additional Notes:
Local Wealth Management Practice Housing £53m FUM, an Ongoing Advisory Charge of c.0.5% and a Client-Office Serving Model.
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 95%) 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.
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding an estimated c.£250 of profit to your bottom line. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30288
Current turn over circa: £250,000
Offers over: £510,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Bristol
Additional Notes:
Bristol Centered, Portable Client Bank of £15m FUM with the Majority of Clients Being Small Business Owners and no Liability Being assumed by the Acquiring Party.
The typical age of the Business Owner Client is c.50-55 with the vast majority of clients still in accumulation. The client bank is accumulating c.£0.5m FUM year on year due to the younger demographic and represents a book with many decades of Cash Flow remaining within the client bank.
The business has been newly directly authorised with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30287
Current turn over circa: £90,000
Offers over: £195,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Devon
Additional Notes: Circa 115 Households sub 60 average age with many contributing. Client Relationships in excess of 8 years so a warm handover can be provided to ensure maximum retention.
For more information please call 01765 698 699 and quote the reference number 30260
Current turn over circa: £30,000
Offers over: £100,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Oxfordshire
Additional Notes: Oxfordshire IFA client bank, £4m in Funds under management, £30,000 of Recurring Revenue, only 30 clients, offers invited above £100,000 for a goodwill and asset sale. Looking for a minimum of 50% deposit and deferred payment over 12 to 24 months. Primarily, my client gives advice on Investment and Pensions and is more than happy to give a warm handover of these loyal clients to ensure an easy transition to a new company.
For more information please call 01765 698 699 and quote the reference number 30021
Current turn over circa: £160,000
Offers over: £395,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Buckinghamshire
Additional Notes: Recent DA business available for share purchase circ 80/90 households with average portfolios of £240k plus seeking extended handover to 3 years
For more information please call 01765 698 699 and quote the reference number 30215
Current turn over circa: £ 60,000
Offers over: £ 187,500
Established: 3 to 5 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Gloucestershire
Additional Notes: - Over £500k average portfolio size
- Looking for a deal over 12 months with 50% upfront.
- 3.75x recurring revenue as a minimum.
- Goodwill and asset purchase.
For more information please call 01765 698 699 and quote the reference number 30193
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
