Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 133
February 15, 2018
Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 131
January 25, 2018
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Long established sole trader IFA Business Available for Acquisition enabling the founder retirement during 2018 – £14m FUM – Lanarkshire – Ref 132

retiring ifa for sale in scotland

 

Background

 

A Directly Authorised sole trader with over 40 years client servicing.

Modestly scaled with $14m FUM the business achieve c£66k of recurring income.

Clients are located within Lanarkshire and the borders.

Fully FCA compliant with an impeccable trading record.

 

Requirement

 

The Principal has reached retirement age and wishes to pursue other personal interests so now seeks a buyer for the client database and investment portfolio.

It is hoped a business sale can be achieved during Q2 2018

 

Consideration

 

Market rate consideration at a 3-3.5 times multiple of recurring income is reasonably expected with consideration passing from acquirer to vendor over an 18- 24 month period.

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