Coventry based wealth managing housing £200m of clients assets with £2m of cash looking to integrate a well established IFA

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 4.3x Recurring Income

Established since: 1994

Locations: West Midlands

Additional Notes: Coventry based wealth managing housing £200m of clients assets with £2m of cash looking to integrate a well established IFA

They can offer up to 4.5x recurring income whilst paying 60% of the consideration upfront. This is 1.5x more than the majority of the market place whilst offering 20-25% more upfront.

This acquirer is incredibly flexible on what they can offer the retiring owner. They will maintain staff and investment proposition whilst offering the owner the ability to continue on servicing the clients or an ambassadorial role during the integration period.

For more information please call 01765 698 699 and quote the reference number 180163