East Anglia Based IFA With a Successful Track Record of Onboarding Over 10 Practices into the Firm Since Establishment and a Unique Minimal Change Approach to Integrating Clients (See below)

Up front budget: £500,000

Current turn over circa: £5,000,000

Cash offer: Up to 3.7x Recurring Revenue

Established since: 2001

Locations: Norfolk

Additional Notes:
East Anglia Based IFA With a Successful Track Record of Onboarding Over 10 Practices into the Firm Since Establishment and a Unique Minimal Change Approach to Integrating Clients (See below)

- The Practice represents one of the most experienced and successful IFA acquirers in the East Anglia area with multiple offices covering the. Typical retention of clients has been between 92-98% over transactions across the Cambridge, Norwich, Ipswich and Kent area
- The firm is very flexible in how a joining principal engages in a handover - in the past principals have stayed for 6 months to over 6 years on a salaried position either managing all clients or gradually phasing over clients and servicing a core group for the remainder of the period.
- During the handover element, the current investment proposition and platforms will be maintained until the principal has phased out the business. The minimum change to the current investment proposition alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

A premium offer will be available to the following:

. Located in the and the Bury St Edmunds, Cambridge, Ipswich, Norwich, Cambridge, Thetford, Harleston, Colchester, Essex and the Surrounding Area.
. Practices from £5m-160m Funds under Management
. Principals who wish to retire post completion or remain in the business on an attractive salary (enquire for more details)

For more information please call 01765 698 699 and quote the reference number 178127