Growing regional IFA managing over £50m FUM looking for their next successful business integration ensuring high levels of continuity with a war-chest of £750,000

Up front budget: £500,000

Current turn over circa: £350,000

Cash offer: 4x recurring revenue

Established since:

Additional Notes: Growing regional IFA managing over £50m FUM looking for their next successful business integration ensuring high levels of continuity with a war-chest of £750,000.

This client is offering a premium price of 4x recurring revenue with 50% of the total consideration being paid upfront and 2 deferred elements of 25% over 2 years.

They have been incredibly successful in integrating another practice through offering continuity in the investment proposition and client servicing.

A premium price will be paid for practices offering:
. Locations of Bristol, Bath, Taunton and Swindon
. £10-35m FUM
. Principals available to stay on for a handover period and client average portfolio size being over £100,000

For more information please call 01765 698 699 and quote the reference number 178778