This East Yorkshire based IFA is considering his exit from the industry due to his health. He is looking for a share purchase on a multiple of 3.6x – 4x recurring income to achieve BADR. Please note that the company is a servicing company for income as a registered Individual, which means that there is no risk for past advice with this s
This London based Independent Financial Advisory firm has decided to segment their client bank to concentrate on their ‘A’ UHNW clients with average holdings of over £1m by selling c100 B&C client households with average holdings of c£250k each. These active households live predominantly in London and Home Counties. Seeking an Asset
This Independent Financial Adviser is looking to sell his client bank and semi-retire. He wishes to stay on post sale as a Mortgage and Equity Release Adviser on a part-time basis and is happy to be involved throughout the handover period. Seeking an Asset Purchase of 4x recurring income as the vendor can still benefit from BADR because
This IFA is looking for an acquirer to take over the servicing of their clients, so that they can retire in early 2023. They would be happy to stay on post sale in an Ambassadorial role for up to 2 years. The business has 82 active households with average holdings of £317,000, predominantly in the South East. FuM of £26m and recurring in
The owners of this Independent LLP firm, based in Suffolk is seeking retirement through an acquisition, having worked in Financial Services for over 20 years. They are looking for a multiple of 3.5x – 4x recurring income and are open to either a LLP Share or Asset Purchase. This company has completed 2 DB Pension Transfers for their 2 bi
This Financial Adviser is looking to sell their client bank and exit the industry to pursue something outside of Financial Services. They are open to either a ‘sell and go’ option or staying on post sale for 2-4 years maximum; their favoured option being staying on for 2 years. The business has £16m FuM generating £83k of recurring incom
This IFA business has £110m of FuM split across circa 350 households, with average holdings of £300,000. The firm provides advice to both affluent / hnw clients (many high profile clients) and corporate clients and generates over £800k of recurring income. In addition, they have a further £60m of Funds under Influence, plus their working
This Independent Financial Advisory firm is jointly owned and are looking at business succession planning for when one of the directors decides to fully retire in 2-3 years’ time whilst the other director is looking to stay on post sale as an adviser.£85,00 The business has £80m / £90m FuM generating £750k wealth recurring income with fu
This North East based IFA firm is seeking retirement through an acquisition, having worked in financial services for over 30 years. They are ideally looking for a share purchase on a multiple of 3.5x recurring income. Their client bank consists of just over 500 active households with average holdings around £240,000. This business has a
This Midlands based IFA firm is seeking retirement through an acquisition based on 3.5x recurring income. This IFA is ideally looking to stay on post sale in an ambassadorial type of role where they can help with the handover of clients to minimise attrition. The business has £29m FuM generating £152k of recurring income. Plus, their cli
