Background
A family run, and founded, financial services business which offers clients within the Southwest of England a comprehensive service in Wealth Management (Pensions & Investments), Mortgage, and Protection.
Strong commercial links with related professional services organisations provides a wholly joined up / integrated business model – an impressive example that few in the sector have achieved. A real market leader in the areas serviced.
Multi-stream revenue flows from Wealth Management, Mortgage Products, and Insurances result in a very strong business with a robust balance sheet.
Requirement
With ongoing growth and lifestyle considerations the family is now exploring commercial options that will be in the best interest of the shareholders, staff, and clients.
Imperative to any deal is the retention of a proven business model intact complete with office network, and staff.
The founding family members will expect to remain active participants in the business throughout any buy-out period and as consultants to the firm in subsequent years.
Consideration
Given this will be sold as a going concern valuation metrics will be as per a “sell and stay” model so utilising normalised EBITDA to deliver an enterprise value with performance triggers to reward ongoing business growth.
This is a high-quality offering. Rarely available to the market so quite reasonably a premium valuation is sought and expected with deal terms achieved and completed during 2025.
Express Interest