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 thinking about retiring within the next 12 months and wanting to sell to a reputable, longstanding Chartered IFA firm based in Milton Keynes with 30 years history? The Acquirer Our client is an established Chartered IFA firm of over 30 years, with their team comprising of 2 Financial Advisers, 2 Paraplanners and an Administrator.
Are you a Financial Advisor based near Royal Tunbridge Wells looking to retire and sell your client bank to a long established financial advisory business? The Company With a career history spanning over 35 years in financial services and setting up his own a financial advisory business over 30 years ago serving Business Owners and Priva
Are you a Financial Advisor based near Crawley, looking to retire and sell your entire client bank or want to segment your client bank by selling off surplus 50 – 100 clients to a Chartered IFA? The Acquiring Company With a career history spanning over 20 years in financial services and setting up his own directly authorised IFA bu
Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Acquirer Our client is a Wealth Management business based in the City of London, that has developed a strong team of 60, combined of Wealth Planners and effective support staff. With a core philosophy of putt
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 with a small client bank based within 25-mile radius of Woodford Green, Essex looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With a career history spanning 38 years, of which our client gained a number of years’ experience as a Private Client
Are you a Financial Advisor based along the South Coast / South Downs looking to retire or exit from the Financial Services industry? The Acquiring Company Over 20 years anniversary of establishment, this firm of Independent Financial Advisors is a friendly yet highly professional team. The team consist of 10 IFAs and 11 support staff. T
Are you a Financial Adviser with 40 – 60 clients based around Guildford looking to retire and want your clients to be serviced by a local Chartered Independent Financial Adviser? The Company With a career history spanning 32 years at NatWest with the last 16 years as a Private Investment Manager / Financial Adviser before establish
Are you a Financial Advice firm in Bristol or within our client’s footprint of Birmingham to Southampton wanting to sell to a firm that have grown both organically and through six acquisitions of other firms to date? The Acquiring Company Established 28 years ago, this financial advice business offers a well-established, tried and tested
