retiring ifa for sale in south west
High Net Worth client base – Bristol area available for acquisition – £45m FUM. Retirement sale – Ref 225
February 16, 2020
retiring ifa for sale in wales
Modestly scaled directly authorised advisory firm available for acquisition – North Wales – Recurring income c£200k – FUM c£25m – Ref 223
January 20, 2020

Long established and modestly scaled advisory business available for acquisition – £20m FUM & Recurring Income of c£100k – Buckinghamshire & Oxfordshire – Ref 224

Background

 

For personal reasons after 30 years trade servicing clients with the Oxfordshire and Buckinghamshire area the Director of this Directly Authorised business seeks a sale.

With 80 active clients this is a FCA compliant business which has traded in a prudent manner throughout so avoiding the promotion of high risk product sales, specifically DB transfer work.

A “vanilla’ attitude to risk witnessed by local client retention, a 0.5% fee structure and no client complaints.

Impeccable computerised systems.

 

 

Requirement

 

An acquirer with similar cultural values and business ethics capable of becoming the next custodian of a high quality client base.

The vendor is comfortable remaining in an advisory capacity within the acquirer firm for a few years leading to retirement or at the very least to act in an ambassadorial capacity ensuring an elegant and seamless client transition and integration.

 

 

Consideration

 

Given the quality, location and business model this firm will merit an upper market rate valuation.

Interest is sought from acquirers valuing the business at c£350k as a share purchase with consideration passing to the vendor in 3 instalments (50:25;25) over an 18/24 month period, subject to DD and contract.

The vendor would like to achieve this business sale during 2020.

 

Express Interest

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




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