retiring ifa for sale in south west
Chartered Advisory Firm – Bristol – £80m FUM – Available for acquisition as a going concern – Ref 181
February 4, 2019
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
November 5, 2018

IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174

retiring ifa for sale in south east

Background

 

A Directly Authorised Ltd Company.

Modestly profitable and well organised. Loyal client portfolio predominately within the West Sussex area.

Vanilla attitude to investment. 0.75% model.

The Principal feels the burden of the Regulator. To balance full compliant trade and remain commercially viable is becoming an increasing challenge.

 

 

Requirement

 

An AR arrangement with a larger advisory business demonstrating shared cultural and client servicing approach.

Buy-out terms at market rate plus ongoing employment as an advisor.

 

 

Consideration

 

With recurring revenue of c£187 an expected headline valuation within the band £575-650k, subject to DD and contract as a share sale.

The vendor wishes to gain ongoing employment within the acquirer firm and commit to a 5-10 year term

Express Interest

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




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