Firm looking for asset purchase of client banks with up to £30m FuM

Are you a Financial Adviser with up to £30m who would ideally like to create a capital event by selling your clients whilst still wanting to stay on post sale for 2 to 4 years or longer in an employed capacity and gradually transfer clients to a new adviser prior to your exit? Preferred route – Option 1 – Sell & Stay This is id


IFA retirement options with Nationwide hotspots

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


IFA retirement options available in the South of England with no minimum FuM

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


Mortgage Adviser acquisition within 80 miles of Bristol

Are you a Mortgage Adviser or a small mortgage advice firm based near Bristol or Cheltenham considering retirement and wanting to sell your client bank or business?  Option – Sell and retire  Acquisition Deal Value:  Generally, 1 to 1 ½ times EBITDA This is ideal for Mortgage Advisors where: You are based in Bristol, Bath, Cheltenham or


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