IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
August 22, 2017
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153
August 22, 2017

Wealth Management & Employee Benefits Consultancy – £53m FUM – Available for acquisition including advisory & technical staff – Hampshire – Ref 192

Background

 

A well respected and complete business model providing private and corporate clients throughout Hampshire, the South Coast and adjoining Counties with a bespoke fee paying service.

Annual turnover of c£650k and recurring revenues from Protection of £50k, Financial Services (pre & post RDR) £330k and Employee Benefits £140k.

Growing client base from active marketing, local market presence and professional connections.

Robust systems, processes and controls.

 

 

Requirement

 

Planned retirement of the Principal / founding Director within the short-term plus some corporate re-engineering brings the business to a natural crossroad.

A buyer with local servicing capabilities and synergistic business model is sought to acquire at market rate.

Existing advisory and technical staff are available for ongoing employment, subject to contract.

Existing offices available for sub-lease

 

 

Consideration

 

Normal market valuation metrics are expected to be achieved for the business as a share purchase with consideration passing from acquirer to vendor over an 18/24 month period.

A Q2/Q3 2019 completion is sought.

 

Express Interest

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




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