Are you a Financial Advisor / IFA Firm based in London or the Midlands looking to retire and want to sell to a family run IFA practice with open architecture with no immediate changes to investments or charges?

Sell and retire

This would suit Financial Advisors considering retirement and would like to support the client handover process in an Ambassadorial capacity.

Sell and stay

This would also suit Financial Advisors / support staff looking to stay on post sale

Acquisition Deal Value

Typically pay an EBITDA multiple of c8x with 50% paid on completion, 25% at 12 months and 25% at 24 months.

This is ideal for Financial Advisors based in the Midlands area who:

  • Want your clients to be looked after by an a firm with open architecture
  • Only want to sell to a firm with funding in place
  • Want an acquirer to build relationships with clients without any hurry to change investment mandates or charges
  • Would like to sell to a firm with a proven track record of successful acquisition of IFA firms

The Company

This family run firm are looking to grow through acquisitions (self funded without leveraging finance) to enhance their Investment portfolio. They have substantial funds under management of c£800m with the cash available to really accelerate their growth. They have a team with extensive knowledge in their respective fields, providing strength to the organization and enables them to achieve first class results for their clients.

IFA Client Bank Criteria

  • Ideally, clients will be located within the Midlands or London area.
  • Happy to consider both a share or asset purchase subject to due diligence.

Financial Advisor Client Acquisition Benefits

  • Independent advice with open architecture
  • Extremely strong financials to cover deferred payments
  • Highly competitive EBITDA multiples
  • Deals are non-contingent to moving across to their CIP / inhouse DFM


Midlands or London

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; we give 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.