Are you looking for a North Yorkshire based IFA firm to acquire your clients and benefit from a smooth transition?

The Acquirer

This Independent Financial Advisory firm of nearly 20 years, is well established in the Yorkshire area. The two Directors comprise of a highly skilled Financial Adviser and a Paraplanner holding the Level 6 Chartered Financial Planner status; together with their practice manager they are successfully growing their business.

Acquisition Option – ‘Sell and Go’

Our client is looking to acquire a client bank with circa £15m – £20m funds under management. Primarily, they are looking for clients to be based in the Yorkshire area. They would be able to incorporate the new clients into their business and offer a smooth transition.

Value – circa 3.5x recurring income, with 50% upfront followed by 25% at 12 months and 25% at 24 months

This is an ideal opportunity if you:

  • Are looking for a local business to takeover the servicing of your clients
  • Would like the benefit of a firm with Chartered qualifications
  • Want a fair price for your client bank

Criteria

Your client bank should be based in Yorkshire with circa £15m – £20m funds under management

Locations

Yorkshire

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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