‘Highly Experienced and
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‘The place to Realise your
merger or Exit plans’
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Business worth ?’

Investment and Pension Firm - £300,000 budget

Buyer Ref : 667
Investment and Pension Firm - £300,000 budget

BUDGET: £300,000
TURNOVER: £250,000
STAFF: 4 Advisers, 3 Administrators
LOCATION: Coventry, Birmingham, Nottingham, Leicester

Currently completing an acquisition in the West Midlands with 7 prior purchases concluded, these experienced acquirers are looking to further their growth in the region in the forthcoming months. Established over 25 years in the industry with both a sister firm in tax planning and strong ties with a successful accountancy practice they have developed a loyal and reputable client bank of 140 active individuals with a forecasted turnover trebling in the next 15 months. If your looking to sell your business to a client focussed and common sense IFA practice in your area call now quoting reference 8010.

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TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’
Robert Graham - Scotland
Retired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’
Bill Kelleher - Wales
Retired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’
Paul Gibbins - Nottinghamshire
Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’
Bill Lake - Suffolk
Retired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’
Bill King - Cheshire
Retired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’
Mark Watts - Middlesex
Retired IFA Proprietor

Investment and Pension Firm - £300,000 budget

TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’ Robert Graham - ScotlandRetired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’ Bill Kelleher - WalesRetired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’ Paul Gibbins - Nottinghamshire Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’ Bill Lake - SuffolkRetired IFA Proprietor