ifa for sale in east anglia
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
August 23, 2018
retiring ifa for sale in south west
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153
June 18, 2018
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Sole Trader / IFA Wealth Manager – Long established client database and investment portfolio offered for sale enabling the retirement of the founding Director – Modestly scaled with c£20m FUM – Hampshire / Surrey borders – Ref 156

retiring ifa for sale in south east

Background

 

Formed in 2001 this modestly scaled sole trader IFA firm has been run by a female adviser with over 35 years commitment to the financial services sector.

With c£20m FUM the business generates a recurring income of c£130k from a portfolio of low-risk investments servicing clients throughout the Hampshire / Surrey borders.

Ill health has forced a lifestyle re-appraisal. At nearly 70 years of age, retirement is now a core ambition.

 

 

Requirement

 

Not wishing for a long transition the vendor seeks a “sell & go” scenario allowing retirement within a 3-4 month period. There is no appetite to take employment within the acquirer firm.

She will commit to an orderly client hand-over and assist with the integration and new service proposition introduction.

 

 

Consideration

 

A market rate of 3 times multiple of recurring revenue is sought with the payment schedule spread over an 18-month term.

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.