Are you looking for a long-established and well-respected listed Acquirer offering financial advice with industry leading payment terms?
Our client is a highly profitable National Wealth Management Advisory Group with a healthy balance sheet. Employing advisers across multiple offices throughout the UK they provide local advice to clients.
The company have tried and tested experience of acquiring IFA firms where there is no intention of disturbing clients by leaving their investments on existing mandates and same charging structure during the deferred buyout period unless discounts can be offered from economies of scale. Another of their USPs is the ability for the seller to meet a selection of the most suitable financial adviser(s) to match individual clients needs in both complexity of advice and relationship alignment. This is carried out before a deal completes as part of your due diligence and the deal will only move forward when you are happy with your pairing of Financial Advisers.
Acquisition Deal Value
1. High multiples of recurring income
2. Typically 50% upfront plus remainder over a market leading speedy deferment period
3. Preference for asset sales with built in compensation towards corporation tax (if any)
4. Opportunity for TUPE of support staff and employed advisors
IFA Client Bank Criteria
Call us now on 0208 0044 154 or click Apply
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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate; we give no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.