Acquirer in the Birmingham Litchfield Cannock Wolverhampton Walsall areas, offering to 4 x recurring revenue stream with up to 75% of the consideration paid in the first 12 months

Up front budget: £ 150,000

Current turn over circa: £ 200,000

Cash offer: 4x recurring 50/25/25

Established since: 2014

Locations: West Midlands

Additional Notes: My client became directly authorized over five years ago and has gone from strength to strength building up their Funds Under Management (FUM) by over 20% each year growing to over £20m FUM. This growth is in part due to their genuine interest in helping clients achieve their financial goals by not overcomplicating matters, and providing a comprehensive service tailored to their needs and attitude to risk resulting in an impressive level of new business. What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition they seek to build lasting relationships with clients.You will obviously be on hand to help the process, warmly introducing them to your clients and be on hand to help provide guidance whenever necessary so you can help them get to know all your clients as well as you do.

A premium offer will be available to practices with the following features;

Locations:
Litchfield Cannock Wolverhampton Walsall Sutton Coldfield

Total consideration (GBP):
To £300k

Client Base:
Pension & Investment clients with a minimum £100k FUM on average.

Staff & Premises:
Preference for a warm handover up to 2 years for Principals

For more information please call 01765 698 699 and quote the reference number 176949