Established Independent Buyer with Proven 100% Client Retention and Flexible Succession Planning

Up front budget: £1,000,000

Current turn over circa: £1,000,000

Cash offer: 500000

Established since:

Locations: Leicestershire

Additional Notes: An independent business with a 25-year track record. They have previous acquisition experience, having completed a similar deal in Nottinghamshire two years ago, achieving 100% client retention. They also offered incentives for new business, creating opportunities for the seller beyond the initial transaction.

They take a hands-on approach to succession, working with sellers to appoint a new adviser and facilitate a warm handover, ensuring clients are introduced properly and continuity of service is maintained.

Having worked with advisers for many years, they understand the importance of flexibility and are willing to tailor the arrangement to suit your circumstances, recognising that you may wish to continue operating independently rather than commit to a traditional retirement or employment structure.

For more information please call 01765 698 699 and quote the reference number 180105 ask for Oliver Macer