Are you a Financial Adviser looking to retire or exit from Financial Services with over £50m of FuM but would like to sell to an Acquirer who prefers sellers to stay on with embedding clients and also offering bonuses for any uplifts in fees. This buy-and-build IFA acquirer whose board is led by experienced heavy-weight industry leaders
Offering retiring Advisers 6% of assets under management (AUM) transferred to a hybrid managed advice service – market leading proposition offering a multiple of 12 times 0.5%! The deal is Sell and Stay for 2 years Offering 6% of AuM transferred to our client’s inhouse investment proposition for clients under the age of 75. This is a gra
Are you an IFA or DFM with £25m to £75m of Funds under Management based within 50 miles of Winchester seeking a merger or sale? Exit Options: Sell & Go Sell & Stay as an employed Adviser Merger Acquisition Deal Value Competitive multiple of recurring income of between 3 and 4 times with a payment structure typically over 2 years.
Are you a Financial Advisor(s) with £20m to £80m FuM, based in London or South East / South Coast seeking to sell to an experienced acquirer who has previously acquired 6 IFA businesses? Acquisition options: Preferably Sell and Stay post sale for 1 to 2 years afterwards This option would suit Advisers looking to stay post sale 3 – 4 days
Are you a Financial Advisor(s) with £20m to £80m FuM, based in London or South East / South Coast seeking to sell to an experienced acquirer who has previously acquired 6 IFA businesses? Acquisition options: Preferably Sell and Stay post sale for 1 to 2 years afterwards This option would suit Advisers looking to stay post sale 3 – 4 days
Are you a Financial Advisor based within 50 miles radius of Weybridge, Surrey looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company An exciting new IFA firm with its Head Office near Leeds and satellite office in Weybridge, Surrey is seeking to acquire an existing IFA client ba