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

IFA Acquisition in the South of England – sell and retire

Are you a Financial Advisor or owner of a financial advice firm based in the south of England seeking an exit from financial services and wanting your clients to be looked after by a long-established Chartered Wealth business? Option – Sell and Go This is ideal if: You are considering retirement You want a fair and highly competitive pri

Retirement options available in South Wales, London and along the M4 Corridor

Expanding Financial Planning firm created by 2 leading City Fund Managers seeking to acquire further IFA business / client banks in South Wales or London Options: Sell and retire immediately Sell and stay on post sale as an Employed Adviser with the Acquirer Acquisition Deal Value Competitive multiple of recurring income of between 3 and

IFA retirement – sell and go in Hertfordshire, Essex or North London

Are you a Financial Advisor based near Borehamwood (Herts, Essex or North London) with £10m to £15m FuM seeking to retire and sell your client bank to a local Chartered Financial Planner? Options: Sell and retire (be involved with a smooth handover of clients) Acquisition Deal Value Competitive multiple of recurring income of between 3 a

Flexible IFA retirement options within 80 miles of Bristol

Are you a Financial Advisor in Bristol / Cheltenham or within 80 miles radius along the M4 / M5 Corridors seeking retirement and wanting to sell your business to a growing wealth business? Options: Sell and retire immediately Sell and stay on post sale Acquisition Deal Value Competitive multiple of recurring income of between 3 and 4 tim

Award winning IFA looking to acquire IFA firm

Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24

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