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
Are you a Financial Advisor or owner of a financial advice firm based in the south of England seeking an exit from financial services and wanting your clients to be looked after by a long-established Chartered Wealth business? Option – Sell and Go This is ideal if: You are considering retirement You want a fair and highly competitive pri
Are you a Financial Advisor based near Borehamwood (Herts, Essex or North London) with £10m to £15m FuM seeking to retire and sell your client bank to a local Chartered Financial Planner? Options: Sell and retire (be involved with a smooth handover of clients) Acquisition Deal Value Competitive multiple of recurring income of between 3 a
Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24
Are you a London or South East based Financial Advisor(s) based within 30 miles of Golders Green looking to retire and want your clients to be serviced by a highly regarded Chartered Wealth Managers which has been established for 20 years? Sell and retire – acquisition option This option would suit Financial Advisors considering re
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
