retiring ifa for sale in wales
Modestly scaled IFA with £30m FUM available for acquisition. South Wales – Ref: 254
September 14, 2021
ifas for sale in north east
Northeast of England based IFA business offered for sale enabling the founding Director a retirement. £13m FUM – Ref 252
August 3, 2021

Wealth Management Firm offered as a “Sell & Stay” opportunity. South Devon – Ref: 253

retiring ifa for sale in south west

Background

 

Directly authorised since 2010,

c£64m of FUM and recurring revenue of c£275k, the Business is highly profitable and provides a professional service to its’ c300 Wealth management clients.

Wholly compliant, the Firm has an exemplary track record, strong local presence throughout South Devon and the prospect of future profitable trade.

 

Requirement

 

The 4 Director/Advisers have amicably reached a crossroad where differing retirement horizons are driving a new model and changed business ownership.

This will be a “sell and stay” acquisition with two Directors remaining for 2 years and two remaining for 5 years plus.

 

Consideration

 

Market rate buy-out terms will apply and with c£275k of recurring revenue a headline consideration of c£960k is expected on a share sale basis.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.




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