Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package?

The Company

Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and tested acquisition model having undertaken 6 large acquisitions previously.

Option – Sell and Stay

This is ideal if:

  • You want to create a capital event with a highly competitive price for your business but continue to grow the business
  • You would like open architecture to allow your client to migrate on existing mandates where these best meet the clients’ needs


Multiple of EBITDA

They will acquire 75% of the business on day 1 with 40% payable upfront on completion, with the remaining 35% paid over 3 years in equal instalments. Remaining 25% gets paid in year 4 where they will then revalue the business via multiple of recurring income at 3-3.5x. However, during this time they will have been supported by the acquirer with further acquisitions therefore increasing the overall value. As such, this 25% revaluation can often be worth close to the original 75%.


  • Independent Financial Advice
  • There is no change to the business so no disruption to clients. Simply a change in share ownership.
  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
  • Honour existing charging structures during the deferred buyout period
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention
  • Happy with both share purchases
  • Will consider DB transfers subject to file checks via due diligence where transfer advice meets ‘Gold Standard’
  • You chose your own remuneration package


  • You must be a Financial Adviser, with £80m FuM (no maximum)
  • Clean compliance record with no / few upheld complaints



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. However, Premier Jobs UK 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 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.