This well-established acquirer has secured a £10m funding facility meaning they are enjoying great success in the acquisition market as they aren’t facing delays with funding like many of their competitors. They will consider paying 3 to 5 times recurring income for the right business / client bank with a payment structure, typically over 2 years. They will consider both share or asset purchases subject to due diligence.
This is ideal for Financial Advice businesses who:
- Are considering retirement and want your clients to be looked after by a well-established financial advice firm of over 14 years
- Want to handover to a firm with experience of other acquisitions where there would be opportunity to speak with other satisfied vendors
- The business is able to advise whole of market, so your clients investment proposition can be retained
- Are looking for a firm with financial strength and a strong team of directors and management to lead the growth of this business
- Can have confidence that you will receive fair value for your business
The Company
The firm was established in 2009 and we have been involved with this firm since 2013. The team has grown to 27 which includes 10 Financial Advisors. The business has a head office in Manchester and a smaller office in Kendal, however the clients are spread all over the UK. The business has an excellent back office team, with 6 qualified (level 4) paraplanners and a client care team, freeing up advisers to spend time with clients.
IFA Client Bank Criteria
- Will consider all size firms from £5m to £300m+ FuM
- Average household values ideally in excess of £150k
Financial Advisor Client Acquisition Benefits
- Over 100 years’ experience in the financial services industry, so you can be confident about the advice your clients will continue to receive
- A tailored personal service from investments to retirement planning to wealth management
- £10m banking facility that gives comfort over meeting acquisition payment terms
- Previous acquisitions for peace of mind on happy clients and tried and tested transition processes
Locations
North West, North Wales, Midlands, South East, West Yorkshire, South Yorkshire and Scotland Central Belt
Call us now on 0208 0044 154 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.