ifa for sale in east anglia
Long established Independent Financial Advisory Firm available for acquisition with advisory staff – “Sell & Stay” – Norfolk – £35m FUM – Ref 179
January 29, 2019
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

Long established North London based Financial Advisory business. £150m FUM. £1.4m recurring revenues. Strong EBITDA – Ref 176

IFA for sale in london

Background

 

Founded 30 years ago. 3 Advisers. Loyal client base accumulated via commitment to a defined geographical area in North London & surrounds. EBITDA approaching £1m. Clean & FCA compliant client service record.

 

 

Requirement

 

With retirement for the founding Director a short-term ambition interest is invited from acquirers of appropriate scale, resources and parallel cultural values. A flexible approach by the vendor allows discussion over the precise form, timetable and consideration payment schedule. Existing staff (advisory and support) are available for ongoing employment subject to terms and contract.

 

 

Consideration

 

A market rate valuation is reasonably expected for this well structured, profitable and robust business, with or without the staff and premises.

Express Interest

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




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