Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
April 26, 2019
retiring ifa for sale in south west
Traditionally managed IFA seeking business sale in 2019 – £50m FUM – £273k Recurring Income – Bradford on Avon – Ref 194
April 10, 2019

Wealth Manager – London – High quality advisory business available for acquisition – £100m FUM – Ref 195

IFA for sale in london

Background

 

Long established with prestigious City offices servicing portfolio of HNW clients throughout London and the South East of England.

C£100M FUM with an aggregate client holding of c£400k.

Sophisticated and comprehensive client service proposition.

 

 

Requirement

 

With retirement planning for the two Principals, a current agenda item interest is sought from independent acquirers of substance to take over future client servicing.

With an open mind to timing, this can be a “Sell & Go” or a “Sell & Stay” model depending on the acquirer’s requirements. At the very minimum, the vendors will want to remain within the business as long as it reasonably takes to enable an elegant and effective client hand-over/integration.

 

 

Consideration

 

Profitable and generating recurring revenues of c£750k there is an expectation to achieve a valuation in the region of £2.25 – £2.5m subject to DD and contract.

The office premises are owned by the Directors so available for on-going lease.

 

Express Interest

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




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