retiring ifa for sale in west midlands
Midlands based IFA business offered for sale enabling the founding Director a retirement. £10m FUM – Ref 151
June 7, 2021
ifa for sale in midlands
IFA Business available for acquisition – £22m FUM – Home Counties – Ref 249
May 24, 2021

Privately owned financial advisory business available for acquisition.. £50m FUM – £275k recurring income Staffordshire – Ref 150

retiring ifa for sale in west midlands

Background

 

A long-established IFA business, a part of a leading network, servicing a healthy portfolio of clients all located within the County of Staffordshire.

£50m FUM generating annual recurring income of £275k.

Fully compliant and complaint free – no high-risk product promotions.

 

Requirement

 

With over 30 years’ service to the financial advisory sector the Director of this modestly scaled business seeks a lengthy retirement through a business sale.

Interest is sought from acquirer firms with resource and reason to be the next custodian of the cherished client portfolio.

 

Consideration

 

A market rate valuation, ideally as a share purchase, is sought so a headline consideration of c£900k, subject to DD and contract.

Payment terms are negotiable whether this is a “sell & stay” or “sell & stay” model – the vendor is open on either route.

Deal terms and a completion during 2021 is expected.

Express Interest

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




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