Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates?

The Acquirer

This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire. As a forward-thinking firm, they are able to adapt to challenges facing them and focus on growing the business. In addition, they have the backing from a successful investor with over 30 years’ experience of assisting business growth.

Acquisition Option – Share Purchase

Our client is looking to acquire a directly authorised IFA business through a share purchase. They would be open to business owners either looking for a ‘sell and go’ or ‘sell and stay’ with the latter having a transition period of up to 2 – 3 years. In addition, they would consider a part sale now with a deferred final purchase within a similar timescale.

Value – Up to 4x recurring income

This is an ideal opportunity if you:

  • Are looking for a share purchase
  • Have multiple business owners who each have different desired exit dates
  • Want a fair price for your client bank
  • Want your clients to receive minimum disruption
  • Keen for your IFA business to continue running beyond your retirement


Ideally you should be a well-run directly authorised IFA business


Ideally a well-run IFA business in Yorkshire, North East or North West

Call us now on 0208 0044 162 to discuss this further

Liability and Disclaimer

The information contained in our advert including any on target earnings information are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.