£30m AUM Dorset IFA Looking to Secure Exit

Current turn over circa: £160,000

Offers over: £450,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Dorset

Additional Notes: With an average client fee of 0.5%, there is clear opportunity for uplift, increasing long-term profitability.

The seller is a sole adviser with no staff, meaning minimal long-term cost overhead for an acquiring firm.

Average client portfolios are close to £550k, making the book highly attractive and efficient to service.

As a network business, the sale would not include any legacy advice liabilities.

The adviser is seeking a capital event while continuing to advise for approximately five years before fully retiring.

They are open to changes in fee structure and advice post-sale, although would prefer fees to remain at or below 0.75%, particularly if there are no corresponding reductions in other client costs.

For more information please call 01765 698 699 and quote the reference number 31965 ask for Toby Holbrey