Background
A modest one-man band IFA with a long standing reputation amongst the business community and local population of Bristol.
Servicing a small portfolio of carefully selected clients with advisory services provided by a seasoned 65 year old financial adviser.
£24.5m AUA and a RI of £166k. Average client investment holding of c£550k.
Simple, prudent, and honest business model. Free of legacy advice issues.
Requirement
The founding Director wishes for a retirement and to concentrate his time on family and lifestyle interests. No ongoing employment is sought with the acquirer firm post the completion date.
This is a sell & go opportunity enabling the acquirer a portfolio of clients within an affluent part of the country to manage.
As the firm is modestly scaled but free of legacy issue it is hoped share purchase deal terms can be achieved. However with appropriate consideration an asset purchase will also be entertained.
Consideration
Market rate buy-out terms are reasonably expected for this business. Terms that reflect the HNW client portfolio and the strong revenue streams.
Express Interest
