Family orientated practice with cash to buy, offering high levels of continuity

Up front budget: £250,000

Current turn over circa: £320,000

Cash offer: Up to 3.7x recurring revenue

Established since: 2010

Locations: Gloucestershire

Additional Notes: Well established, directly authorised IFA which has gone from strength to strength looking after inter-generations of families for over 10 years. Willing to keep the principal on for a transitional period initially and then open to retaining them further.

What makes this unique is that my client is offering high levels of continuity as he is not looking to shoehorn the clients into an investment proposition, they will be open to keeping them on their existing one and do what is in the individual's best interest.

Offering up to 3.7x recurring revenue with 50% upfront and 2 deferred payments over 2 years.

A premium offer will be available for practices offering:
- 10-20m FUM
- Locations of Gloucestershire, Herefordshire, Bath

For more information please call 01765 698 699 and quote the reference number 178461