Valuations and acquirer quotes for UK advice firms 07523 961024 jonathan@practisebridge.com
Practice BridgeAdvice firm valuations

For owners of UK financial advice firms

What would a buyer pay for your client bank?

Enter a few figures for an indicative valuation now. If you're open to offers, we'll introduce you to acquirers who are actively buying firms like yours.

  • 2 minutesfor an indicative figure based on your recurring revenue
  • Active buyerslooking for firms like yours right now
  • No obligationand nothing is shared with a buyer until you ask us to

Jonathan Kirkwood, [Job title]
will review your figures personally and call you to talk them through.

Your details

Step 1 of 2

So we know where to send your valuation.

We'll text you a copy of your valuation.

Approximate figures are fine. Everything you enter is treated in confidence.

Size and income

Total client assets currently advised by the firm.

Ongoing adviser charges only, excluding initial fees and one-off work.

Unique families or economic units paying for ongoing advice.

Net profit after reasonable costs and an arm's-length adviser salary.

Client book

20%
15%

Network and risk

Which investment network are you with?
Has the firm ever advised on DB pension transfers?
Average household–
Fee yield–

Indicative valuation

£0 – £0

Typical single-buyer offer (x)
Acquirer range, lower (x)
Acquirer range, upper (x)
potential difference against a typical ~3x offer, if your firm attracts offers in the range we usually see.
Average household
Fee yield
Value as % of FUM

What buyers will look at

    By clicking "Introduce me to acquirers" you agree that Practice Bridge may share your contact details and the figures above with acquiring firms so they can contact you about buying your firm.

    An indicative estimate from the figures you entered, using simple multiples of recurring revenue. It isn't a formal valuation, an offer to buy, or financial advice. Actual offers depend on acquirer appetite, income quality, client profile, compliance history and due diligence, and may be higher or lower.

    Thank you, we have your figures.

    We'll call you within one working day to check a few details, then introduce you to acquirers buying firms like yours.

    You're under no obligation to sell, and you can ask us to stop at any time.

    Why talk to us

    The right buyer pays more

    Most owners who sell talk to a single acquirer and negotiate from that buyer's opening offer.

    We work with acquirers who are actively buying advice firms, and we know what each is looking for. Matching your firm to the right buyer is what moves the multiple.

    Going it aloneIntroduced through us
    Typical multiple of recurring revenueAround 3xUsually 4x to 5x
    Buyers you reachWhoever approaches youAcquirers matched to your firm
    PreparationOn your ownFigures prepared the way buyers ask for them
    Example: £500k recurring revenue£1.5m£2.0m to £2.5m

    Multiples reflect indicative quotes we have gathered previously and are not a guarantee of future offers. The example is illustrative.

    What sets your value

    Seven things every buyer asks about

    These are the figures acquirers look at first. They're also the questions in our calculator.

    FactorWhy it matters to a buyer
    Recurring revenueMultiples are almost always applied to ongoing adviser charges, not initial or one-off fees.
    FUM / AUASets the scale of the business and shows the average fee yield.
    Average household sizeLarger relationships are more profitable to service and tend to command higher multiples.
    Client concentrationIf a handful of clients make up a large share of revenue, losing one or two is a real risk, and buyers price that in.
    Client ageAn older book means more decumulation and mortality risk, so assets may shrink sooner.
    NetworkFor appointed representative firms, the network agreement shapes the deal: notice periods, exit terms and any rights over the client bank.
    DB transfer historyEven a small amount can change the deal, often from a share sale to an asset purchase with liability exclusions.

    How it works

    From a first figure to competing quotes

    1. Indicative valuation

      Use the calculator above for a starting range based on your own figures.

    2. A call with us

      We check your numbers, answer questions and explain what buyers will want to see.

    3. Introductions

      With your go-ahead, we introduce you to acquirers buying firms like yours.

    4. Your decision

      If you proceed, the sale is agreed directly with the buyer you choose, with your own legal and professional advisers.

    Questions

    Before you start

    Anything else, call us on 07523 961024.

    Is the figure from the calculator an offer?

    No. It's an indicative range using multiples of your gross recurring revenue. Firm offers come from acquirers after they've reviewed your business and completed due diligence.

    Why might I get a higher multiple?

    Because acquirers pay more for firms that fit what they're buying, and we match you to them. Indicative quotes we've gathered have usually been in the 4x to 5x range, compared with around 3x commonly offered by single buyers. Every firm is different, and past quotes don't guarantee future offers.

    Do you handle the sale?

    We introduce you to suitable acquirers and help you prepare the information buyers ask for in due diligence. The sale itself is agreed directly between you and the acquirer you choose, with your own legal and professional advisers.

    Will my clients or staff find out?

    No. We never contact your clients or staff, and we only pass your details to an acquirer once you've asked us to introduce you.

    What does it cost?

    Nothing. Our fee is paid by the acquirer, not by you, and it is never deducted from the price you're offered. The valuation and quotes are free and carry no obligation to sell.

    Prefer to talk first?

    Speak to Jonathan directly

    Phone07523 961024
    Emailjonathan@practisebridge.com
    Office hoursMon to Fri, 8.30 to 5.30