Are you a Financial Adviser in Norwich or Cambridge looking to semi-retire or to sell your client bank but continue advising for 12 months? The Company Our client is an emerging company led by a Chartered Financial Planner with bancassurance and stock broker experience, who is looking to acquire an IFA business and is open to the seller
In this blog, we’ll be covering what challenges buyers completing multiple acquisitions face. This will be relevant for those looking to complete multiple deals whether the acquiring firm is an established SME, larger consolidator or new entrants coming into the market. Those looking to complete deals can face challenges for many differe
Are you seeking a regional Chartered IFA firm based in the North West and established over 20 years ago with substantial cash balances to acquire your IFA clients? Competitive Deal Options for share or asset purchases Offering between 3 – 4 x recurring income; each deal being considered on its own merits. The acquirer is open to co