IFA / Wealth Management firm for sale – Leeds. £80m FUM & recurring income of £500k – Ref 238
September 8, 2020
retiring ifa for sale in south west
Modestly scaled Directly Authorised Advisory business available for acquisition – Somerset- c£16m FUM – Ref 235
July 15, 2020

Retirement sale – Liverpool based advisory business – £15.5m FUM & recuring income of £90k – Ref 237

ifas for sale in north west

Background

 

Following a lifetime career servicing individuals, families and SMEs with their financial needs this sole trader wishes to secure a new custodian enabling his retirement.

A Directly Authorised business with c£20m AUM / £15.5m FUM achieving recurring revenues of c£90k ( a 0.6% client charging model).

Clients are located throughout the Liverpool and 20 mile catchment area.

A vanilla attitude to investment so a business with a completely clean trading record and free from any form of high risk product promotion.

 

Requirement

 

The vendor is keen to achieve a market rate value for his business – from an acquirer with similar cultural values and importantly existing servicing capabilities within the North West of England.

Interest is invited from acquirers with reason and resources to achieve a completion during 2021.

 

Consideration.

 

This is a clean business with all it’s records retained in computerised form using industry leading software. Quite reasonably a market rate valuation is achievable so interest is expected in the region of £300-325k as an ETR qualifying share sale.

Deal terms with consideration passing from acquirer to vendor over a 18-24 month term in

Express Interest

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




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