Background
A sole trader IFA – operating in a very professional format with exceptional links to firms of Accountants, Solicitors, and other professionals providing new client introductions / business growth opportunity.
A mainly HNW client portfolio. Sophisticated investors.
Client retention and service being the cornerstone for this business rather than sales led activities.
Requirement
With Autumn years approaching the Principal of this business has accepted now is the moment to secure a new custodian for his clients enabling a retirement opportunity.
Interest is invited from advisers with the presence, experience , and credibility to communicate and form working relationships with HNW individuals and their families. A service consistent with the firm’s current offering.
It is expected deal terms will be achieved during 2025.
Consideration
Given the quality of the firm’s proposition, client demographic, and the latent commercial potential it is reasonably expected this firm will achieve a premium valuation using. 4x RI valuation metric.
Interest is invited from acquirer firms able to offer c£1.2m for the business with stage payments structured over a 24 month term following normal industry standards.
Express Interest