retiring ifa for sale in south west
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retiring ifa for sale in wales
Traditional IFA servicing a long-standing and loyal client portfolio within South Wales and the Valleys. c£65m FUM – Ref 148
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Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152

retiring ifa for sale in wales

Background

 

Established to service client demand within South Wales this Chartered Advisory firm has consistently achieved growth and profitable returns whilst maintaining excellence in client service and growth in target markets.

Strong presence within community and local businesses.

Impeccable systems and processes. Fully FCA compliant.

Significant growth prospects.

 

Requirement

 

Retirement planning of the founding Director during 2018 / 2019 presents an opportunity for an acquirer business a turn-key investment complete with premises, highly qualified advisory and support staff.

 

Consideration

 

A share sale is sought enabling the vendor ETR eligibility.

Applying normal market metrics it is expected this will attract a premium valuation with consideration passing from acquirer to vendor in deferred payments over an 18 month term (50:25:25) subject to DD / Contract etc.

 

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