Are you a Financial Advisor based across the South East looking to sell or merge with a holding firm which recently merged two successful IFA businesses?
Sell and retire - acquisition options
This option would suit Financial Advisors or IFA businesses considering retirement immediately or at some point in the future.
1. Wholly owned acquisitions
2. Partly owned acquisitions
3. AR firms for deferred purchase
Acquisition Deal Value
Competitive multiple of recurring income of between 3 and 4 times with a payment structure typically over 2 years.
Have a budget of circa £2m for the right business(s)
This is ideal for Financial Advisors based in South East where you:
With over 40 years financial industry experience, our client founded his Kent based IFA practice over 10 years ago. This was set up to provide specialist financial planning services to UK and Ex-Pat clients with accumulated capital who prefer the personal touch of a dedicated and trusted financial adviser.
The firm merged with another IFA firm based in Surrey with two areas of specialism being wealth management and employee benefits.
The aim of the combined group which consist of 3 IFAs and 7 Support Staff managing circa £85m of funds under management is to grow through acquisitions.
The firm combine with the expertise of other professionals:
Their team of highly-qualified advisers cover specialist areas including pensions, investments, protection, mortgages, alternative investments, ex-pat advice, employee benefits including consultancy payroll and HR services.
With open architecture the firm can retain clients on existing investment mandates and charging structures.
The firm has cash reserves and other funding in place to fund suitable acquisition(s) of up to £2m consideration. They will consider options of full acquisition, part acquisition or providing Appointed Representative services with a deferred buyout.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
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.