Chartered Wealth Planning firm offered as a “Sell & Stay” – £45m FUM – Kent – Ref 248
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ifa for sale in midlands
Financial Advisory firm – retirement sale – Hertfordshire – £140m FUM – Ref 246
March 9, 2021

Midlands based Wealth Management firm offered for sale enabling a group re-structure. £143m FUM – Ref 247

retiring ifa for sale in west midlands

Background

 

Established in 1988 servicing a client portfolio of 350 active cases and overseeing c£143m FUM

Contemporary style but traditional in quality of service and care.

Long standing and loyal clients all located within the Midlands.

A Group restructure and strategy of divestment has led to the business being made available for acquisition.

 

Requirement

 

A new custodian for the firms client portfolio is sought, ideally by an organisation with the same levels of commitment to quality in service as currently and since incorporation.

The existing management and administrative teams are available for ongoing employment by the acquirer firm subject to contract and terms

A completion is sought during Q3 / Q4 2021.

 

Consideration

 

A market rate valuation is expected for the business which achieves strong levels of profitability and recurring incomes of c£680k ideally as a share purchase with consideration passing from acquirer to vendor over a 24 month term in 3 stage payments (50:25:25).

 

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.




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