Are you considering selling your IFA business / client bank and would like your business to have a legacy beyond your retirement? This would suit IFA business owners who would prefer their existing support staff to remain in place post sale.

Sell my IFA business and retire after 12 months – acquisition deal option

This acquisition option is ideal for IFA business owners looking to sell their IFA firm and stay on for approximately 12 months post sale to assist with the handover of client servicing and business operations.

IFA Acquisition Deal Value

The acquirer would consider paying up to 4 times recurring income for the right IFA firm via a share purchase or asset purchase with a payment period of 2 years or 30 months.

The Acquirer

This highly successful wealth management business in South Africa has grown their business ethically since establishing in 1990. Their South African business employs 5 Administrators and 12 Financial Advisors and are responsible for providing financial advice to 4,500 clients. Their South African business has client fee agreements in place and operates on a 0.5% – 0.75% fee structure.

They are now looking to replicate their footprint in the UK through acquiring an existing IFA business. Due to personal connections in London, they are ideally looking to purchase an IFA business in London and South East.

As the Directors would be purchasing the shares of your business, the acquirers would adopt your existing investment practices – meaning zero disruption to your clients. The acquirers would consider taking over your existing support staff and look to expand the business through further organic growth and future IFA acquisitions (as part of their 10 year business plan).

This is an ideal for IFA business owners who:

  • Are considering retirement and would like their IFA firm to continue operating post sale
  • Want the acquirer to hold a long term business plan, meaning a legacy is created for you post retirement
  • Prefer to stay within the business for 12 – 24 months post sale to help embed and create a smooth transition
  • Want the acquirer to have strong financials
Criteria
  • Ideally, your IFA business should have affluent / high net worth clients
  • Your IFA business should have up to £40m of FuM and avoid high risk investments
  • Business / client bank be based within reasonable proximity to London
Locations

Surrey or Kent

Call us now on 0208 0044 162 to discuss this further

Liability and Disclaimer

The information contained in our advert including any on target earnings information are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions 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 IFA Acquisitions 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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