retiring ifa for sale in south east
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
January 11, 2019
retiring ifa for sale in south west
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 171
November 5, 2018

IFA / Wealth Manager seeks a “Sell & Go” scenario – £50m FUM – £230k Recurring Income – Wiltshire – Ref 172

retiring ifa for sale in south west

Background

 

A Directly Authorised sole trader / Ltd company.

Profitable and well organised. Loyal client portfolio predominately within the Wiltshire area.

Cautious attitude to risk reflected in client investment and pension portfolio. A 0.5% model.

The business owner has commercial interests outside of the financial services sector – his preferred future.

 

 

Requirement

 

An acquirer is sought to look after future client servicing of c145 cases. Most within capital accumulation rather than the draw-down phase.

The sale proceeds will provide a capital injection and also enable some personal finances re-calibration and de-risking.

 

 

Consideration

 

With recurring revenue streams of c£230k an expected headline valuation within the band £700k – 800k, subject to DD and contract.

The vendor wishes to participate in the client introduction and integration process ensuring a seamless and elegant transition. Future referrals from professional connections and local business contacts.

Express Interest

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