Are you a Financial Advisor seeking an exit from financial services with up to £200m of Funds under Management with the added option available of retaining an equity stake in your business and retaining own branding style, whilst continuing to drive growth which you will benefit from any uplifts when valuing the sale of the remaining equ
Do you want to be acquired by an IFA firm that has the true desire to successfully embed your business and make it a success, rather than consolidating the clients? Options: Sell and retire immediately Sell with stay on post sale as Employed Financial Advisers Provide your business with the capital required to take it to the next level v
Are you a Financial Advisor or partnership based within 40 miles of Manchester looking to retire and want your clients to be serviced by a local IFA firm with existing £300m FuM? Sell and retire – acquisition option This option would suit Financial Advisors with £100k to £200k of recurring income considering retirement and would li
Are you a large IFA firm with significant Funds under Management seeking buyout terms of 7 to 8 times EBITDA? Our newly formed client’s goal Our client, whose board consists of leading industry names is seeking to establish a Hub and Spoke IFA acquisition model to achieve £1bn of Funds under Management. Their short-term goal is to acquir
Are you a Financial Advisor based in the North West who is looking to retire and want your clients to be serviced by a well-respected privately owned 100% unbiased IFA firm who mixes traditional old-fashioned simplified advice with a strong moral code and ethics? Sell and retire – acquisition option This option would suit Financial
Are you seeking a regional Chartered IFA firm based in the North West to acquire your IFA clients? This IFA business is experienced in acquisitions, having successfully completed on a dozen purchases to date. North West IFA Client Purchases They are open to acquiring either client banks from sole trader IFAs or IFA businesses within the
Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th
Are you a Financial Advisor considering retirement and want your clients to be serviced by a well-established IFA with over 65 successfully completed acquisitions when you retire? Retirement option 1 – Sell and retire Are you seeking an immediate retirement and are ready to hang up your boots now? This IFA firm offers the opportun
Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire.
Do you have 30 – 35 surplus clients with ideally £200k holdings or above, preferably on platform or suitable to moving to a platform? The Acquirer This directly authorised Independent Financial Advisory firm, with dual offices in Leeds and Isle of Wight has a combined level of experience of over 80 years! They currently have over
