South West
Established IFA Business Seeking Acquisition Partner
Reference: 80297
Region:
Selling , South West
Price: £2,000,000
Funds Under Management: £80,000,000
Recurring Income: £500,000
No of Active Households: 300
Established financial adviser with over 30 years of experience seeks to retire and find a suitable home for loyal clients.
Reference: 45070
Region:
Selling , South West
Price: £180,000
Funds Under Management: £8,500,000
Recurring Income: £60,000
No of Active Households: 40
Established financial planning firm in Devon seeks acquirer.
Reference: 84523
Region:
Selling , South West
Price: £840,000
Funds Under Management: £27,000,000
Recurring Income: c£200,000
No of Active Households: 50
Experienced Financial Planner with over 30 years in the industry looking to sell established directly authorised IFA business.
Reference: 73294
Region:
Selling , South West
Price: c£230,000
Funds Under Management: £12,000,000
Recurring Income: £70,000
No of Active Households: 50
Experienced Independent Financial Advisor with over 21 years in the industry seeks new opportunity.
Reference: 30185
Region:
Selling , South West
Price: c£1,260,000
Funds Under Management: £50,000,000
Recurring Income: £280,000
No of Active Households: 220
South West based Chartered Financial Advisory firm with £55m of FuM
Reference: 30331
Region:
Selling , South West
Price: Minimum £1,350,000
Funds Under Management: £55,000,000
Recurring Income: £450,000
No of Active Households: 350
South West based IFA looking to sell
Reference: 29770
Region:
Selling , South West
Price: 3 to 3.25x recurring income
Funds Under Management: £14,000,000
Recurring Income: £120,000
No of Active Households: 72
IFA business with average holdings of c£560k seeking share purchase
Reference: 28529
Region:
Selling , South West
Price: c£2,250,000
Funds Under Management: £63,000,000
Recurring Income: £500,000
No of Active Households: 112
Clean directly authorised business for sale in South West
Reference: 27685
Region:
Selling , South West
Price: c£180,000
Funds Under Management: £5,000,000
Recurring Income: £50,000
No of Active Households: c100
South West based IFA seeking Asset purchase
Reference: 28003
Region:
Selling , South West
Price: £400,000
Funds Under Management: £27,000,000
Recurring Income: £110,000
No of Active Households: 110
Global IFA looking to sell off their B & C clients
Reference: 26309
Region:
Eastern , London , Midlands , North East , North West , Northern Ireland , Scotland , Selling , South East , South West , Wales , Yorkshire & The Humberside
Price: £178,000
Funds Under Management: £7,500,000
Recurring Income: £55,000
No of Active Households: c70
1-man band with c£13m FuM looking to create a capital event
Reference: 25999
Region:
Selling , South East , South West
Price: £198,000
Funds Under Management: £13,000,000
Recurring Income: £61,000
No of Active Households: 68
South West IFA firm looking to sell (RI within the firm looking to remain with the business to continue advising post-sale)
Reference: 25211
Region:
Selling , South West
Price: £567,000
Funds Under Management: c£20,000,000
Recurring Income: c£162,000
No of Active Households: 141
South West Network Authorised IFA firm looking to sell via a share purchase
Reference: 23862
Region:
Selling , South West
Price: £584,400
Funds Under Management: c£31,000,000
Recurring Income: c£172,000
No of Active Households: 148
Network Authorised IFA business looking to retire and willing to support the acquiring adviser during hand-over process
Reference: 23879
Region:
Selling , South West
Price: £637,000
Funds Under Management: £35,000,000
Recurring Income: £181,000
No of Active Households: 108
South West IFA firm ideal for an acquisition
Reference: 22409
Region:
Selling , South West
Price: £2,500,000
Funds Under Management: £85,000,000
Recurring Income: £625,000
No of Active Households: 220
South West based Retiring IFA with small client bank for sale
Reference: 22118
Region:
Selling , South West
Price: £200,000
Funds Under Management: £9,000,000
Recurring Income: £67,000
No of Active Households: 43
South West based Retiring IFA seeking share sale
Reference: 16599
Region:
Selling , South West
Price: £330,000
Funds Under Management: £15,000,000
Recurring Income: £95,000
No of Active Households: 55
South West based Retiring IFA with clean business for sale
Reference: 20895
Region:
Selling , South West
Price: £350,000
Funds Under Management: £10,000,000
Recurring Income: £100,000
No of Active Households: 100
Small client bank for sale in South West
Reference: 21737
Region:
Selling , South West
Price: £235,000
Funds Under Management: £9,000,000
Recurring Income: £67,000
No of Active Households: 80
Small IFA firm in South West seeking acquisition
Reference: 10995
Region:
Selling , South West
Price: £575,000
Funds Under Management: £30,000,000
Recurring Income: £165,000
No of Active Households: 190
IFA firm with healthy average client holdings
Reference: 15942
Region:
Selling , South West
Price: £1,600,000
Funds Under Management: £82,500,000
Recurring Income: £425,000
No of Active Households: 150