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Independent Financial Adviser On Leased Premises In Coventry
Coventry, West Midlands, West MidlandsIdentity protected
Available
About this business
A Coventry financial advice firm in a suburban leased office, founded in 2024 and employing 4 people. It gives advice on retirement income, investments and inheritance planning. Turnover has been stable at about £590k, and EBITDA is up 12% to £115k, a margin of about 19%. The business is small enough for an adviser to buy and run personally, or for a larger firm to absorb. Continuity for clients through a handover will matter to the value.
Key investment highlights
- Turnover stable at about £590k
- EBITDA up 12% to £115k
- Retirement and inheritance advice
- Team of 4 on leased premises
Reason for sale
The principal adviser is moving to Spain and will help with the handover before leaving.
Nothing flagged on the two questions buyers ask first
No flagRevenue going backwards and one client being too much of it are the two things that end most deals in due diligence. Both are shown here up front, from the figures the seller supplied.
- Revenue directionNo flag
Turnover is flat year on year.
- 2024: baseline
- 2025 (-1.0%)
- 2026 (+1.9%)
3 years of turnover, 2024 to 2026, as supplied by the seller.
- Client concentrationNot stated
The seller has not declared what share of revenue the largest clients represent.
No declaration supplied. Client concentration cannot be derived from accounts.
EBITDA margin widened from 17.6% in 2024 to 19.5% in 2026.
These are observations from the supplied figures, not a view on whether this business is worth buying. Nothing here predicts an outcome.
Computing valuation...
What happens next
Submit an enquiry to the seller. Once they approve it, you sign a non-disclosure agreement and gain access to the information memorandum, the financials and a secure deal room with the seller.