Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
April 26, 2018
Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 139
March 9, 2018
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Hertfordshire based Independent Advisory Business – £36m FUM & significant pipeline – Offered for sale as part of the principal’s retirement & ascendency planning strategy – Ref 143

ifa for sale in east anglia

Background

 

Located within Hertfordshire and having traded successfully for many decades the founding Director wishes to secure a buyer for the client database and investment portfolio enabling a seamless and elegant handover / retirement.

With a strong team under-pinning the business model ascendency planning and natural successors are in place.

Located within an area of affluence and considerable investment / development.

Strong market presence, brand and professional connections.

 

 

Requirement

 

It is the Director’s hope an acquirer with shared values and common purpose will recognise the inherent commercial opportunity within this business.

By taking over the firm as a going concern with all the advisory and support staff retained the client experience and integration process will minimise disruption.

The Principal will look to step away 18-24 months post acquisition.

 

 

Consideration

 

Market rate terms valuing the business using a multiple of 3-3.5 times recurring income is reasonably expected with consideration passing from acquirer to vendor over an 18/24 month term in 3 instalments (50:25:25).

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