Crewe based acquirer - looking for IFA practice

Up front budget: £170,000

Current turn over circa: £60,000

Cash offer: Up to 4-4.5x RI

Established since: 2016

Locations: Cheshire

Locations: Crewe

Additional Notes: - My client is a well-established practice coming back to the market with plans to accelerate growth by partnering with like-minded, client-focused firms that prioritise caring for their teams.

- Backed by a proven track record in acquisitions, this firm has demonstrated an impressive client retention rate of over 90%. They have the systems in place to ensure a seamless, stress-free transition for all parties involved.

- My client is open to considering the office location (depending on circumstances), ensuring continuity for both staff and clients.

- This practice is committed to retaining your team and offering exceptional opportunities for personal and professional development, ensuring they’ll be well-supported in the future.

- With a strong presence in the Crewe area for over a decades, this firm has earned the trust of clients through their proven service and capabilities, giving you peace of mind your own portfolio will be in good hands going forward.

- Due to capacity, my client can offer you the option to stay on in a long term consultancy role or walk away after a short handover, giving you ultimate flexibility in your exit plans.

For more information please call 01765 698 699 and quote the reference number 181290 ask for Byron Snaith