retiring ifa for sale in west midlands
Long Established Financial Planning / IFA Business Available for Acquisition – £60m FUM – Loyal & longstanding Client Portfolio – West Midlands – Ref 128
January 22, 2018
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
January 22, 2018
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Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 127

Background

 

A well organised and profitable advisory firm located within an area of significant affluence and commercial opportunity.

Established presence within the local business community and amongst professional organisations. Credible and respected.

20 year trading history.

Fully FCA compliant.

 

Requirement

 

Following an internal review and strategic assessment of the overall business, regulatory pressures and a desire for continued FCA compliance are factors driving necessary change.

Recognising the benefit now and in the future for scale and shared resources the founder / owner(aged in early 50’s) now wishes to parter with a larger firm. This will crystallise a capital event and allow the advisory staff to continue in unchanged form providing advisory services to existing and new clients.

Scale will provide shared resources, economies of scale and greater commercial abilities through common purpose and endeavour.

 

Consideration

 

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

Advisory and key support staff are available for re-engagement and ongoing employment subject to terms and contract.

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