The Company

Our client is a Chartered Accountancy firm with an IFA arm. They have 4 offices across the South East and South West with almost 100 staff. The Accountancy side of the firm has grown significantly so they are now looking to focus on growing the Wealth Management side.

Substantial funding in place to support their growth plans through acquisitions.

The firm has completed 7 acquisitions to date therefore, they have developed a proven acquisition model to maximise client retention and ensure a smooth handover.

Option – Sell and Stay

This is ideal if:

  • You are considering semi-retirement
  • You would like to give up running your advisory business, however, not ready to stop advising
  • You want to create a capital event with a highly competitive price for your business with ongoing remuneration for continuing to advise
  • You would like open architecture to allow your client to migrate on existing mandates where these best meet the clients’ needs

Value

Generally a multiple of 3.5x to 4x of ongoing fee income. Or 6x to 9x of EBITDA.

Typical payment structure of 50% upfront, 25% at 12 months and 25% at 24 months

Benefits

  • Independent Financial Advice
  • Opportunity to cross sell tax products to clients
  • Open architecture to leave clients on existing mandates
  • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
  • Honour existing charging structures
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention
  • Happy to consider both Share and Asset purchases

Criteria

  • You must be a Financial Adviser with between £25m to £250m+ of FuM

Locations

  • London
  • Buckinghamshire
  • Bournemouth

Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK 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 Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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