Experienced local acquirer, looking to expand via an acquisition of a small client bank of up to 100 households.

Up front budget: £ 100,000

Current turn over circa: £ 300,000

Cash offer: 4x with 50% paid upfront. Deal length 12 months to 24 months dependant on the terms of the sale.

Established since: 2004

Locations: Harrogate

Additional Notes: Established for over 10 years and now turning over £300,000. Growing organically year on year by approximately £4 mill FUM. Owner run practice offering a personal service with paraplanner and practice manager backing. Currently looking after 220 clients and running at 50% capacity. Transact focused. Aim is to work with a client to help them retire or managing their life post retirement. Providing a full service including cash-flow modelling and IHT planning. Offering a capped service where there are no further initial fees for a client post sign up.

For more information please call 01765 698 699 and quote the reference number 176730