Background
A privately owned and managed IFA / Wealth Management firm built over the past 2 decades servicing a loyal client base primarily located within the Northeast of England and Scotland with lesser number spread throughout the UK.
Client servicing is by a team of professional advisers each supported centrally with admin, finance, marketing, compliance and regulatory affairs.
Strong and consistent RI streams achieving £1.15m annually. New business via marketing, word of mouth, and referral.
Robust balance sheet. Leading industry standard systems and processes.
Requirement
With retirement an ambition for 2023 the founding Director wishes to explore market appetite for this profitable and scalable financial advisory business.
A “vanilla” attitude to risk and strong compliance oversight provides a platform free of legacy issues instead one from which further growth can be achieved utilising an existing advisory team and support staff.
Consideration
A market rate valuation is reasonably expected using RI / EBITDA metrics with consideration passing from acquirer to vendor applying industry standard payment terms and controls.
It is expected deal terms and a sale can be achieved during 2023.
Express Interest
