retiring ifa for sale in west midlands
Directly authorised IFA seeking a retirement & business sale – Long established. Loyal client portfolio – c£40m FUM – Shropshire – Ref 212
September 12, 2019
retiring ifa for sale in wales
Sole Trader IFA – £52m FUM – 200 clients – South West Wales – Retirement Sale – Ref 210
August 9, 2019

Modestly scaled, low risk advisory business built on strong ethics and excellence in client service – c£32m FUM – c£160k recurring income – Leicestershire – Ref 211

ifa for sale in midlands

Background

 

A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus.

206 clients and £32m FUM generating a recurring income of circa £160k pa, equating to a client charge of 0.5%. The average portfolio size is circa £150k.

Loyal, local client portfolio predominately residing around Leicestershire.

 

Requirement

 

The retiring Director seeks an acquirer with similar cultural values and attitude to client care, with a target completion within 2019.

This is a “sell & go” scenario. The exiting Director will ensure an orderly, elegant and effective client hand-over so assisting the integration process. Within the business is an excellent young, dynamic adviser who is open to retention from the acquiring firm if required.

Post-sale, the vendor will be available in an ambassadorial capacity, always on hand to provide soft facts as necessary.

 

Consideration

 

Market rate consideration is sought, passing from acquirer to vendor over an 18-24 month period in deferred payments.

An introducer arrangement made available to the retiring Director will ensure a steady stream of new client introductions.

 

Express Interest

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




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