The Company
Established in 2008, our client has grown organically to manage just shy of £500m of FuM across 700 clients. The team consists of 30 staff, including 10 regulated IFAs, with 4 Directors (including the founder), and 6 dedicated IFAs focus solely on providing high-quality advice.
The firm has strong financial backing to support and accelerate their growth through acquisitions.
Option – Sell and Go
This is ideal if:
- You are considering retirement
- You want a fair and highly competitive price for your client bank
- You would like a smooth, structured handover that is sensitive to your clients
- You want your clients to be cared for by a growing and reputable independent firm
- You want to work with a well-capitalised business with a clear plan for future growth
Option – Sell and Stay
This is ideal if:
- You are considering semi-retirement
- You want to continue advising but step back from running the business day-to-day
- You want to realise a capital event now with a competitive price for your business, and receive ongoing remuneration for continuing to advise
- You would like the flexibility of open architecture, allowing clients to migrate onto the new mandate where it aligns with their best interests
Value & Deal Structure
Typically, 8x to 10x EBITDA payable over 2 years, but flexible outside this range if needed
Benefits
- Happy to keep staff on, ensuring a smooth transition and continuity for clients.
- Open to both share and asset purchases.
- Open architecture to leave clients on existing mandates whilst new relationships are built with advisers.
- Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition.
- Honour existing charging structures during the deferred buyout period.
Criteria
- You must be a Financial Adviser, with £50m to £250m of FuM
- You should have average client holding of £400k or more.
- Clean compliance record, with few or no upheld complaints.
Locations:
London
Call us now on 0208 0044 162 or click Apply.
Liability and Disclaimer
The information contained in this advert, including any valuation calculations and payment structure details, is provided in good faith. We make all reasonable efforts to ensure accuracy, but we cannot accept liability for any loss or damage arising from reliance on or use of this advert.