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 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 interested in selling your IFA business (any deal size from £50m 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 penali
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 Advisory business based in London or Home Counties serving UK nationals or ex-Pat clients and wanting to sell to a long-established privately owned IFA firm with offices in the UK and across the world? Acquisition options Sell and retire or sell and stay Acquisition Deal Value Would consider paying 3 to 4 times recurr
Are you a Financial Advisor(s) based in South London, or the South East wanting to sell your IFA business to an experienced Acquirer with added expertise and financial backing of one of the industry’s top Acquisition Guru’s looking to help grow the firm from £150m FuM to £1bn FuM over the next 3 – 5 years? Sell and retire – a
Are you a Financial Advisor based in SE London, Kent, Sussex or Essex looking to retire and sell to a full-service wealth management practice led by a Chartered Financial Planner? Sell and retire – acquisition option This option would suit Financial Advisors considering retirement with £15m – £60m of Funds under Management. A
Are you a 1, 2 or 3 person IFA business seeking to sell to a long established independent financial advice business who values a business on EBITDA rather than just recurring income? Sell and retire or sell and stay acquisition options available The firm have set aside a budget (no gearing) of c£2m to acquire one or two high-quality firm
Are you a Financial Advisor or Advisory firm in the South of England seeking an exit from financial services with no minimum FuM and deal sizes up to £10m consideration? Options: Sell and retire Sell and stay Acquisition Deal Value Competitive multiple of recurring income generally between 3.3 and 3.8 times with a payment structure of 50
