Established to service individual and family clients within Buckinghamshire this traditional IFA has grown steadily and profitably.
Now servicing a client portfolio of c600 cases and with over £100m FUM the business generates a recurring income of c£500k.
Strong brand presence and awareness amongst professional introducers locally provides the business with plenty of new business leads.
Profitable and without any legacy issues given a cautious approach to “High Risk” product promotions.
The founding Director has commercial interests extending outside of the financial services sector, specifically in Robots and IT.
Wishing to further invest time and capital into areas of business potential a buyer is sought for the financial service business.
As a clean business that has steered away from DB transfer work and other areas of contention this comes with no legacy issues.
Generating c£500k of recurring income and applying normal market valuation metrics provides a headline figure of c£1.5-1.75m.
A share sale is preferred enabling ETR eligibility with consideration passing from acquirer to vendor over a 24-month term in 3 instalments.