Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242
November 18, 2020
IFA / Wealth Management firm for sale – Leeds. £80m FUM & recurring income of £500k – Ref 238
September 8, 2020

Established IFA for sale – “Sell & Go” – Buckinghamshire. £103m FUM – Ref 241

IFA for sale in london

Background

 

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.

 

Requirement

 

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.

 

Consideration

 

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.

 

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.




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