Highly Unique Opportunity to Receive a Significant Cash Premium for the Practice, Continue with Business as Usual While Removing all Responsibilities of Ownership (if desired) While Keeping the Office and Investment Proposition the Same.

Up front budget: £4,000,000

Current turn over circa: £70

Cash offer: Up to 7x Adjsuted Profit

Established since: 1968

Locations: Bristol

Additional Notes:

Highly Unique Opportunity to Receive a Significant Cash Premium for the Practice, Continue with Business as Usual While Removing all Responsibilities of Ownership (if desired) While Keeping the Office and Investment Proposition the Same.

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premises, staff and brand with no change to the investment strategy. No mandatory changes on the fee structure or investment proposition will be made. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

My client is encouraging any Retiring Principles to remain in the business for 2-8 years to ensure the maximisation of value as well as complete succession planning and the best retention of clients possible. During this time, the deferred payments are geared 1:1 on revenue so principles will directly benefit in the future growth of the business via increased cash payments on top of a generous salary and bonus structure (more details on request)

A premium offer will be available to Practices offering:

. Located in the Bath, Bristol, Exeter, Taunton, Cardiff and the Surrounding Area.
. Practices from £50m - £800m FUM Funds under Management

. Principles who wish to remain in the business are preferred in conjunction with scalable offices (Neither are essential)

For more information please call 01765 698 699 and quote the reference number 177535