Up front budget: £1,000,000

Current turn over circa: £1,000,000

Cash offer: 1000000

Established since: 2025

Locations: Nottinghamshire

Locations: Nottingham

Additional Notes: In terms of the cash they can achieve a 5x multiple for the right firm.

A share sale provides a clean exit, is often more tax-efficient, and avoids the hassle of transferring individual assets or contracts.

This firm that is looking to enter the IFA market. They want to create a larger national group through acquisition over several years. It's important for them to keep the IFAs incentivized and can structure transactions to meet that goal.

For more information please call 01765 698 699 and quote the reference number 181354 ask for Edward Thorpe