Background
A complete IFA operating infrastructure: a profitable advice practice, an integrated legal arm, an adviser academy, an autonomous training platform, an offshore back-office, and a digital lead generating acquisition engine. Innovative use of AI technologies.
Proven succesful trade generating £1.4m ongoing revenues. Client assets of £157m. EBITDA / normalised profits of £750k.
Prestigious central London offices.
Requirement
Following 22 years successful trade and with identified growth opportunity this privately owned business is being made available by the founding Principal who is reflecting on personal work / life priorities.
Acquirer interest is invited from existing advisory firms or new market entrants seeking a turn-key model where scalable growth can be easily delivered UK wide following a proven business model that encompasses all aspects of financial services.
The business is to be acquired as a going-concern singular entity complete with management and advisory staff.
Interest from acquirers seeking single elements of the model will not be considered.
Consideration
A market rate valuation is expected for the Wealth Management division that reflects usual industry metrics.
In addition fair consideration is expected for the academy and legal services divisions that whilst not recurring revenue generators are an integral part of the overall model. Each complimenting one another to deliver a unique concept.
The business will be sold as a share sale.
Express Interest