IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182
February 7, 2019
IFA for sale in london
Long established North London based Financial Advisory business. £150m FUM. £1.4m recurring revenues. Strong EBITDA – Ref 176
January 21, 2019

Long established Independent Financial Advisory Firm available for acquisition with advisory staff – “Sell & Stay” – Norfolk – £35m FUM – Ref 179

ifa for sale in east anglia

Background

 

Servicing a loyal client portfolio of 200 clients principally within the Norfolk area.

Founded and led by two experienced financial advisers. Support from a comprehensive administrative team.

Modestly profitable. Fully FCA compliant. Robust operational processes.

 

 

Requirement

 

Meeting full regulatory compliance together with ever increasing fees and levies has made the Directors reflect on current and future trade. Not wishing to dilute the client experience whilst remaining commercially viable is becoming a challenge most modestly scaled advisory firms face, including this one.

A natural cross road has been reached.

On balance reaching commercial terms with an organisation of larger scale, greater resources but shared cultural values / vision is the ideal. A place where the Directors can enjoy a capital event plus ongoing employment with the acquirer firm.

 

 

Consideration

 

Market rate valuation metrics are reasonably expect to be achieved for this business – as a share or an asset sale, subject to terms & DD.

Ongoing employment for the 2 Directors subject to terms.

Express Interest

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




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