4x Multiple, 75% Upfront and a Proven Model for Near-100% Client Retention

Up front budget: £600,000

Current turn over circa: £600,000

Cash offer: 4x

Established since: 2020

Locations: West Midlands

Additional Notes: When it comes to the financials, we’ve seen this firm achieve multiples of up to 4x, with a structure that can deliver up to 75% of the consideration within the first year. This presents a strong opportunity to achieve a premium valuation for your business.

They take a hands-on approach to integration, allowing retiring Principals to remain involved in supporting the next generation of advisers. This gives you the ability to influence your succession, ensuring continuity of care for your clients and protecting the service standards you’ve built — ultimately helping you realise full value for your life’s work. This approach has consistently resulted in client retention rates close to 100%.

With established offices in London, Northampton, and Staffordshire, the firm has a strong regional presence across the Midlands and the South, enabling them to continue servicing your clients face-to-face where preferred.

For more information please call 01765 698 699 and quote the reference number 181488 ask for Oliver Macer