Background
A long established, profitable, and stable financial services business located within Wiltshire.
Privately owned and managed the firm provides a comprehensive range of financial services advice to individuals, families, and corporate clients.
Past investment in infrastructure and technology provide an excellent trading platform.
With over £200m AUA this is a pristine example of a wholly compliant, well managed, and respected IFA / Wealth Management firm. One that has real presence and respect gained over many years from the local audience serviced.
Requirement
The owner is aware he should start to consider the medium to long term requirements of his clients. With no ambition to retire personally or any reason to challenge the current business model he recognises the commercial logic of being a part of a larger organisation. One with shared cultural and business values, greater resources, and a common purpose that can inherit and elevate decades of commitment and commercial success to higher levels.
Interest is invited from acquirers who recognise the same and without substantive change can help the business achieve its potential as a going concern.
Consideration
Market rate deal terms as a share purchase recognising current asset values plus medium to long term incentives in place are reasonably expected to be achieved.
Express Interest