Seize the Opportunity: Acquire a Flourishing Mortgage and Protection Business

 



Agilis Advisory is thrilled to present a unique opportunity to acquire an established and rapidly growing mortgage and protection business. This independent community of advisers specialises in mortgages, protection, insurance, and equity release, making it an attractive prospect for buyers looking to expand or enter the industry.

Why This Business?

Recurring Income
Benefit from a robust and consistent revenue stream, ensuring financial stability and growth.

Unique Market Position
A distinct and unparalleled proposition in the marketplace, setting you apart from competitors.

Expanding Network
Significant growth potential with an ever-increasing client base, driven by a strong market presence.

Dedicated Team
Supported by a skilled and knowledgeable team of 12 staff members, ensuring seamless operations and continuity.

About the Business

This business was built for advisers by advisers. Founded by experienced mortgage and protection advisers aiming to revolutionise the management sector, the business keeps the adviser at the heart of everything. This focus has led to a well-respected brand with a loyal client base.

Benefits of This Acquisition:

Financial
A strong recurring income with a large and growing turnover.

Mature and Developed Business
Eight successful years on the market.

High Adviser Satisfaction
A unique approach ensures advisers thrive, leading to sustained business growth.

Robust Infrastructure
Combining advanced technology with rigorous compliance processes.

Expansive Product Range
Catering to a wide array of client needs, enhancing service diversity.

Operational Support
Strong management team in place with constant support available.

Training and Events
Benefit from regular events, workshops, and webinars to keep the team updated and compliant.

What This Business Means for Buyers:

Instant Market Entry
Acquire a well-established business with a loyal client base and strong market presence, reducing the time and effort needed to build from scratch.

Established Relationships
Leverage existing relationships with over 90 lenders and numerous providers, ensuring a wide range of products and services for your clients.

Operational Efficiency
Benefit from a streamlined and efficient operational framework that includes comprehensive compliance support and advanced technology, allowing you to focus on business growth.

Growth Potential
Take advantage of the business’s proven growth trajectory and untapped market opportunities to expand your reach and increase profitability.


Don’t miss out on this exceptional opportunity to own a thriving mortgage and protection business with significant growth potential. Contact Agilis Advisory today to learn more and take the first step toward acquiring this outstanding business.
Or click here to view full details


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