Are you a 1, 2 or 3 person IFA business seeking to sell to a long established independent financial advice business who values a business on EBITDA rather than just recurring income?
Sell and retire or sell and stay acquisition options available
The firm have set aside a budget (no gearing) of c£2m to acquire one or two high-quality firms.
Acquisition Deal Value
Competitive multiple of EBITDA with a payment structure typically over 2 years.
This is ideal for Financial Advisors based close to existing offices:
However, other areas across the UK will be considered.
This is ideal for Financial Advisors that:
This family firm was established 30 years ago. The group consist of three separate parts, insurance, underwriting and wealth. The wealth division was set up over 20 years ago. With offices set up in several parts of the UK there is opportunity to acquire IFA firms across a wide geographical area. The firm has no borrowings / gearing and has a budget to spend £2m on IFA acquisitions from retained profits / acquired wealth. Whilst the firm have a centralised investment proposition using 5 risk rated model portfolios, advisers are not mandated to only use the CIP and can deviate from this. Typically, lower value clients will be invested through a managed fund and higher value clients may be invested in offshore bonds. As well as the firm providing wealth management advice to individuals, they also provide corporate advice to business owners and decision makers providing advice on employee benefits, executive remuneration and protection of company director assets. The firm has technical expertise to deliver complex financial planning advice.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
City of London, The Midlands, North West, Scotland, South Coast and South Wales
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.