ifas for sale in north west
Significant scaled mortgage and advisory business available for acquisition enabling the founding Directors a retirement opportunity – North West of England – Ref 213
September 18, 2019
ifa for sale in midlands
Modestly scaled, low risk advisory business built on strong ethics and excellence in client service – c£32m FUM – c£160k recurring income – Leicestershire – Ref 211
September 12, 2019

Directly authorised IFA seeking a retirement & business sale – Long established. Loyal client portfolio – c£40m FUM – Shropshire – Ref 212

retiring ifa for sale in west midlands



A long-established and profitable Directly authorised advisor business established and managed by a sole adviser now approaching retirement.

With c72 clients and £40m FUM, the business follows a 0.5% client charging model generating post-RDR recurring revenue streams of c250k and old-style commissions from protection policies of c£50k.

All clients are long-standing and residents of the Birmingham and Shropshire area, most retired or at retirement age.

Records are maintained in a computerised form – a low-risk business with huge commercial potential for an acquirer.





The Director would like to achieve a business sale and retirement within the next 6 months but is fully prepared to participate in achieving an elegant and seamless client transition/integration.

There are two staff members providing administrative support, each with intimate client knowledge and both available for ongoing employment if required, subject to contract and terms.





A market-rate valuation is reasonably expected with consideration passing from acquirer to vendor over an 18-24 month period.

With c£250k of recurring revenue and c£50k of commissions, a valuation in the band £800k – £1m is reasonably expected as a share purchase.


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