Chartered, accredited business. Offering to 4 x your recurring revenue stream with up to 75% of the consideration paid in the first 12 months.

Up front budget: £500,000

Current turn over circa: £1,000,000

Cash offer: 4x paid over 24 months

Established since: 2013

Locations: East Midlands

Additional Notes: My client started their Wealth Management business a few years ago and has gone from strength to strength building up their FUM to over £100 mill. They are currently in the process of acquiring a business, which will grow the firm to over £150m in FUM.

What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition. They ease the clients in, letting them get to know their business and making sure that they are comfortable with them. Fee based charging structure and cashflow modelling as standard. Members of the team are recognized masters of life planning and registered life planners by the Kinder Institute of Life Planning.

They want a seller to 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 to know your clients as well as you do.

For more information please call 01765 698 699 and quote the reference number 177550