Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
January 22, 2018
IFA for sale in london
Chartered Financial Planning Firm – Offered for Acquisition – £300m FUM – Central London – Ref 124
December 21, 2017

Sole Trader Financial Adviser – £11m FUM – Recurring Income £75k – Retirement Sale – Oxford – Ref 190

Background

 

A seasoned financial adviser working from a home office within the County of Oxford has reached retirement age and now seeks a buyer for his modestly scaled client portfolio of 80 cases.

This is a traditional advisory business that has operated throughout in a wholly FCA compliant manner adopting a “vanilla” approach to client investment so avoiding so called “High Risk” product promotion.

All records are maintained in a computerised form using an industry leading software package.

 

Requirement

 

Now reaching retirement age the vendor seeks a firm within a reasonable striking distance of Oxford enabling his clients continued service with the minimum of disruption.

A sale is anticipated during Q2 / Q3 2019

 

Consideration

 

Quite reasonably for a business of this model, scale and location with an impeccable trading record a premium valuation is expected.

Interest from acquirers prepared to make offers valuing the asset of a 3.5 times multiple of recurring income and so c£270k is sought. Deferred payment terms will be over an 18-24 month term subject to DD and legal contract.

The vendor wishes the transaction to be structured enabling his eligibility for ETR (Entrepreneurs Tax Relief)

 

Express Interest

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