Experienced South London Purchaser Paying 70%-80% of The Consideration Upfront and Looking for a Share Purchase Offering Multiples up to 3.7-3.8x Recurring Income

Up front budget: £650,000

Current turn over circa: £1,100,000

Cash offer: Up to 3.7-3.8x

Established since: 2003

Locations: Greater London

Additional Notes:
Experienced Local Purchaser Paying 70%-80% of The Consideration Upfront and Looking for a Share Purchase Offering Multiples up to 3.7-3.8x Recurring Income

- The Principal will pay 70-80% of the Consideration upfront with no clawback or reductions on the initial completion payment meaning the majority of the value to the Retiring IFA is guaranteed

- A buffer zone of 10% is typically offered meaning any Recurring Income loss between 0-10% over the deffered period will not impact the payments

- On the last acquisition 99% of the clients were retained and the Practice is looking to repeat the success of the previous acquisition with a purchase in 2021


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

. Practice between £5-50m Funds under Management
. Share Purchase Option
. The majority of clients have been serviced over the previous 12 months

For more information please call 01765 698 699 and quote the reference number 90910 ask for Toby Holbrey