Coventry Based IFA holding over £200m FUM seeking their sixth successful acquisition willing to pay up to 4x recurring revenue

Up front budget: £500,000

Current turn over circa: £1,200,000

Cash offer: 4x 60/20/20

Established since:

Locations: West Midlands

Additional Notes: My client is offering up to 4x recurring revenue with 60% of the total consideration being paid upfront, 80% to be paid within 12 months and 100% after 2 years.

A truly client centric firm employing more than 5 advisers that have 11 back office staff at their disposal. This provides the time and ability for the adviser to service the clients fully. This firm values the input from the principal to determine which adviser is best suited for each individual client.

The firm has completed on 5 successful business integrations achieving 100% client retention on the most recent one, whilst having 98% on average across the 5. Thus portraying that they are a very safe pair of hands to leave your life's work with

For more information please call 01765 698 699 and quote the reference number 178622