Established Investors Looking to Take on an Wealth Management Practice to Grow the Existing Operations Retaining the Brand, Investment Proposition and the Staff Base

Up front budget: £6,000,000

Current turn over circa: £7,500,000

Cash offer: Up to 3.5x Recurring Income

Established since: 2016

Additional Notes:
Established Investors Looking to Take on an Wealth Management Practice to Grow the Existing Operations Retaining the Brand, Investment Proposition and the Staff Base

- The main tweaks to the businesses model will be technological with additions to the CRM and File Checking technology
- The principle has the option of retaining equity in the business
- Senior strategic positions within the group are available

A Premium offer will be available to Practices of the following profile:

. Practice between £150m-750m Funds under Management
. Share Purchase Option
. Located in the South East
. Businesses with no internal DFM set-up are preferred

For more information please call 01765 698 699 and quote the reference number 178352 ask for Toby Holbrey