retiring ifa for sale in south west
MODESTLY SCALED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – £16m FUM – Ref 232
May 28, 2020
ifas for sale in north west
Long established LLP advisory business with c£37m FUM seeks a buyer enabling the retirement of the founding Partner. Liverpool & surrounding area – Ref 228
April 6, 2020

CHARTERED FINANCIAL PLANNING FIRM – c£130m FUM – WELL FOUNDED WITH HIGH QUALITY STANDARDS THROUGHOUT – SCOTLAND – Ref 229

retiring ifa for sale in scotland

Background

 

Directly Authorised Chartered Financial Planning business.

Client servicing for over 25 years. Highly qualified and experience professional team – advisory and support.

Impeccable systems and processes – “paperless office”.

c£130m FUM achieving c£780k of recurring income. Consistently profitable.

Client portfolio of HNW and affluent cases all within central Scotland.

 

 

Requirement

 

A retirement opportunity for the founding Director and his wife at market rate.

Ongoing employment by the acquirer firm for the advisory and technical support team.

Acquirer firm to be of industry leading standard – professional with resources to ensure security for clients and services levels consistent with the past and currently.

 

Consideration

 

Correctly a business of this quality will command a premium valuation so upper quartile metrics need be applied.

As there is no history of high risk product sales the vendor reasonably expects to transact as a share sale enabling ETR eligibility.

Consideration is sought in 3 deferred stage payments (50:25:25) paid over a 24 month term, subject to DD and contract.

Express Interest

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




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