Are you a directly authorised IFA with DB Pension Transfer permissions looking to sell your shares? Acquisition options Sell and retire or sell and stay Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right client bank and potentially more for the shell company where the assets under management is below
Are you a Financial Advisory business with annual recurring income up to £500k and wanting a share sale, whilst having advised on DB Pension transfers? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right IFA b
Are you a Financial Advisor based in South Yorkshire or West Yorkshire with up to £30m FuM seeking retirement or exit from financial services? Acquisition option: Sell and Go This would suit an Adviser looking to retire or exit financial services, although be available for handover meetings to ensure there is a smooth transition. Acquisi
Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca
Are you a Financial Advisor based across the South East looking to sell or merge with a holding firm which recently merged two successful IFA businesses? Sell and retire – acquisition options This option would suit Financial Advisors or IFA businesses considering retirement immediately or at some point in the future. Wholly owned a
Are you a Financial Advisor(s) with £20m to £80m FuM, within a 60 mile radius of London seeking to sell to a firm who have successfully acquired 5 – 6 IFA businesses and now looks after £195m FuM? Acquisition options: Preferably Sell and Stay post sale for 1 to 2 years afterwards This option would suit Advisers looking to stay post sale
Are you interested in selling your IFA business (any deal size from £25m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penalised sh
Are you an IFA based around Watford or north of the M25 and want to retire within the next year, ensuring your clients having a smooth transition to a well-established sole adviser firm? This deal is ideal for IFAs: Wanting to retire from being an IFA within the next year Want to ensure your clients go through a smooth transition period
Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful IFA firm based just outside of Watford? The Company Our client is directly authorised by the FCA, with open architecture to access all platforms and providers; they predominantly use Old Mutual Wealth platform with 5 separate model portfolios ac
Are you a Financial Advisor based in East Anglia seeking retirement or exit from the financial services? Acquisition options: Sell and Go This would suit an Adviser looking to give up being an Authorised Adviser, although be available for handover meetings to ensure there is a smooth transition. Sell and Stay This option would suit Advis
