Background
A sole trader / limited company Directly Authorised IFA firm with a long standing presence and respect amongst the local community and business circles gained through over 20 years of consistently profitable trade.
Cautious and prudent attitudes to client service and investment decisions has resulted in loyalty and positive outcomes for all parties.
Wholly free of high-risk product promotion so fully FCA compliant.
Required
With retirement a natural next life stage event for the Principal of this firm and some frustration with deflected resources servicing the Regulators administrative demands a decision has been taken to join a larger IFA / Wealth Management firm.
The intention is that central resources will free time for direct face to face client servicing for the next five years leading to a natural retirement.
Consideration
This is an impeccably managed IFA firm – one that the Principal can be rightly proud of. It represents an ideal opportunity for an acquirer to not only gain a fresh portfolio of clients but also the services of an experienced and seasoned adviser.
Correctly an upper market rate enterprise value should be achieved for this business and offer are expected in the region of £1.4m as a share purchase, subject to DD and contract.
Ongoing incentivised employment for the vendor is expected.
It is hoped deal terms can be achieved during 2026.
Express Interest