retiring ifa for sale in south west
IFA / Wealth Manager seeks a “Sell & Go” scenario – £50m FUM – £230k Recurring Income – Wiltshire – Ref 172
November 7, 2018
IFA for sale in london
A Chartered Wealth Management firm – Offices in Central and North London – Progressive and Contemporary trading style – £20m FUM segmented client database available for acquisition following strategic review – Ref 170
November 5, 2018
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An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 171

retiring ifa for sale in south west

Background

 

A Directly Authorised Chartered Advisory servicing a client base of c120 cases, mostly referrals from professional connections and located within the Hereford / Gloucestershire area.

Tight systems and processes. Stylish delivery from prestigious rural offices. Innovative and contemporary feel. Many HNW cases.

One adviser supported by a dedicated technical and administrative team.

 

Requirement

 

With ever-increasing burdens of regulatory pressure, the Principal of this firm feels there needs to be some managed change or client servicing will be compromised. “Too young to retire” and actually enjoying being an adviser but not running an advisory firm the vendor seeks an arrangement with another business where shared cultural values and a commercial union will benefit everyone….stakeholders, clients, employees and the Regulator!

 

Consideration

 

The business generates c£250k of recurring revenue and so rightly should be valued in the band £750-900k given the quality of proposition and commercial opportunity latent within.

Ongoing employment with equity participation is sought by the vendor so a cash/share deal will be considered.

Existing premises and staff can also form a part of the deal subject to separate negotiation/terms.

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