Independent Wealth Management Firm Paying 4.25x Recurring Income

Up front budget: £3,000,000

Current turn over circa: £1,500,000

Cash offer: 4.25x

Established since: 2015

Locations: North Yorkshire

Locations: Leeds

Additional Notes: - Unique opportunity for a retiring IFA to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition.

- The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition. All staff in both businesses were offered a position.

A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above £500,000
. AUA Between £15m - £150m

For more information please call 01765 698 699 and quote the reference number 179923 ask for Oliver Macer