The Company
This acquiring firm is an established financial planning business overseeing more than £300m in assets. The firm currently employs 7 advisers, with a further 5 due to join shortly. With proven experience integrating IFA client segments and all acquisitions funded from cash reserves, the firm is well positioned for continued, sustainable growth.
Option Sell and Go
- You are considering retirement
- You want a fair and highly competitive price for your client bank
- You would like a structured, simple handover that is sensitive to your clients
- You only want to deal with a financially sound and highly reputable Independent Financial Advisory firm
Option Sell and Stay
- Suitable for advisers wishing to continue working while transitioning clients
- Opportunity to join a supportive adviser team operating nationally
- Access to a modern hybrid advice model with full operational support
Value
The acquiring firm usually offers 3.5x–4.5x ongoing fee income depending on quality and client alignment. A typical payment structure of 50% upfront, 25% at month 12, and 25% at month 24, with flexibility available for the right opportunity.
Benefits
• Open to share or asset purchases
• Open architecture allowing clients to remain on existing mandates
• Existing charging structures fully honoured during the transition period
• No immediate movement to a centralised investment proposition
• Acquisitions fully funded through business cash reserves
Requirements
- Typically seeking up to c£50m in FuM
- Preferably recurring income up to £200k
- Clean and compliant trading history
Location
Open to opportunities anywhere in the UK, supported by a digital service model
Call us now on 0208 0044 162 or click Apply
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