Long Established IFA – c£30m FUM – North Wales & Borders. Retirement Sale. – Ref 95
January 17, 2017
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
November 4, 2016

An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94

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.

Express Interest

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