Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105
July 15, 2017
Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 103
July 9, 2017

Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104

Background

 

With a long trading history servicing clients within Devon and the surrounding area this IFA / Wealth Management firm enjoys a positive trading relationship with its parent; one of the leading regional firms of Chartered Accountants in the South West of England.

Profitable servicing a portfolio of c200 clients from within the HNW and mass affluent categories the business generates recurring income of c£300k.

Continual professional referrals and introductions from Accountancy partners.

Independently branded with a positive market standing and respect in the local business community.

 

 

Requirement

 

Following an internal review and strategic assessment of the overall business, regulatory pressures and personal lifestyle ambitions a decision has been reached to seek a buyer for the advisory business. This will enable greater focus for the Accountancy practice on core trading activities.

Imperative within any potential deal is the ongoing relationship between the vendor and acquirer organisations ensuring undisturbed continuity of client service and future referral streams.

 

 

Consideration

 

Market rate consideration is expected for this business paid over an 18-24 month period subject to DD and legal contract.

The advisory, para-planning and administrative staff are available for ongoing employment, subject to terms.

 

Express Interest

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




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