Directly authorised business based in the North West is looking to sell due to the Director finding it too much to run the business as well as be the main adviser. Director in their late 50’s and would be looking for a sell and go. The business has £40m of FuM which is generating c£300k in recurring income. Majority of the clients are ag
This self employed IFA is in their late 60’s and looking to find a new home for their clients and create a capital event. Ideally, they are wanting to stay on post sale with the acquiring firm for another 2 years as they aren’t ready to retire just yet. Client bank consists of c40 households with average holdings of £275k. The business h
Global IFA business with c£500m FuM looking to sell off their UK B & C clients which equates to c46 households. Plus, an additional 25 households based in different countries across the world. Altogether, they are looking to sell c£7.5m FuM which generates c£55k in recurring income.
This self employed Financial Adviser is looking to sell their client bank and retire as they are in their mid-60’s. They are a sole trader so it will be an asset sale with a purchase price of c£80k which works out to 3.5x recurring income. They have £2.2m of FuM all on Novia, generating c£23k of recurring income. Their client bank consis
This IFA is in their mid-50’s and is starting to look at a retirement strategy of an initial sell and stay. They are also happy to continue to service clients for 5-10 years. The majority of their clients are serviced f2f at the office or their homes therefore, they are keen to have the office space and staff retained post sale. This inc
This directly authorised business has been established for over 40 years and is based in South Yorkshire. The adviser is of retirement age therefore is looking to sell the business and due to being a sole trader, they are only looking for an asset sale. Ideally, would like to be kept on post sale during the deferred buyout period. Prefer
The owner of this Financial Advisory firm has passed away therefore we are dealing with his son regarding the sale. The business is based in East Midlands with the majority of the clients based there as well. The client bank consists of 70 clients with average holdings of c£65k. The business has c£4m FuM generating £19k in recurring inco
This self employed Chartered IFA is based in Northern Ireland and is looking to sell their business via a share sale to benefit from BADR. They have c£30m FuM mainly on Fidelity platform and their turnover is £225k which includes c£160k recurring income with around £60k of new business. Client bank consists of c200 clients who are predom
This 1-man band advisor is in their 40’s and is tired of the regulatory requirements of running a DA firm so wants to a join another business so they can focus solely on advising and create a capital event for their client book at the same time. The advisor is relocating from the South East coast to Cheltenham, Gloucestershire and is loo
This long-established financial advisory firm is jointly owned, and they are starting to consider their options due to one of the Directors looking to retire as he is approaching his late 60s. The other Director would like to stay on advising post sale for 2-3 years then step away and would be happy to sign restrictive covenants if neces
