retiring ifa for sale in west midlands
West Midlands IFA/Advisory Business available for acquisition – £50m FUM – Long established and award winning – Ref 161
September 5, 2018
retiring ifa for sale in south east
Sole Trader / IFA Wealth Manager – Long established client database and investment portfolio offered for sale enabling the retirement of the founding Director – Modestly scaled with c£20m FUM – Hampshire / Surrey borders – Ref 156
July 16, 2018
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IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159

ifa for sale in east anglia

Background

 

A wholly owned subsidiary of a leading regional firm of Chartered Accountants providing advisory services to clients throughout Essex and adjoining counties.

Consistently profitable. Impeccable systems, records and trading practices.

Strong advisory team with long standing client relationships

 

Requirement

 

Following a strategic review the Accountancy Partners wish to concentrate on core trading activities so divest the Wealth Management division.

Interest is sought from locally based advisory firms wishing for growth through acquisition. All involved parties wish the acquirer and vendor can forge ongoing trading relationships with common purpose, shared cultural values and client recommendations / referrals.

The advisory team seek continued employment within the acquirer firm ensuring effective client integration, retention and future servicing.

 

Consideration

 

Market rate valuation of c£700-800k is reasonably expected with consideration passing from acquirer to vendor in deferred terms over the 18-24 month buy-out, subject to DD and contract.

The remaining advisers will consider rolling forward their equity enabling personal capital events in the medium term.

Ideally a deal is sought with completion before the end of 2018.

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