The Company
Our client is an established international advisory group with a strong presence across Southeast Asia. The business is fully regulated offshore and is now seeking to establish its first UK presence through the acquisition of a directly authorised UK IFA firm. Their focus is on continuity, client retention and a smooth transition rather than restructuring or cultural change.
Option Sell, Transition and Go
This option is ideal for advisers who want to step back gradually while protecting client relationships
• Structured transition of up to 12 months
• Opportunity to remain involved in client servicing during handover
• Reduced risk of client attrition
Value
The acquirer is prepared to offer a competitive multiple of ongoing fee income. A typical structure would be 50/25/25.
Benefits
• Open architecture allowing clients to remain on existing mandates
• Existing charging structures honoured
• Happy to consider share purchases
• No pressure to change investment philosophy
• Focus on continuity
Requirements
• Directly authorised UK IFA firm
• Approximately up to £15 million of funds under management
• Clean compliance history
Location
The acquirer is seeking firms based in England. Location within England is flexible provided the business is directly authorised.
Call us now on 0208 0044 162 or click Apply
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