Exeter Award winning Chartered Financial Planners Offering to 4.3 x recurring revenue stream.

Up front budget: £ 500,000

Current turn over circa: £ 1,000,000

Cash offer: 4.3x

Established since: 2013

Locations: Devon

Locations: Exeter

Additional Notes: Exeter Award winning Chartered Financial Planners Offering to 4.3 x recurring revenue stream with 50% of the consideration paid day 1.

My client started their Wealth Management business over six years ago and has gone from strength to strength growing to circa£100 million FUM. What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition. They ease the clients in, letting them get to know their business and making sure that they are comfortable with them.

This established practice has 3 IFAs and an experienced Management Team and back office support and presents a rare and exciting opportunity for principals to secure a market leading deal and be retained with teams intact.

A premium offer will be available to practices offering;

Locations:
Exeter and a radius of 25 miles

Total consideration (GBP):
To £800k

Client Base:
A solid and loyal client base with accumulating clients in 50s with at least £200k on average.

Staff & Premises:
Principal & Staff can be retained

For more information please call 01765 698 699 and quote the reference number 176748