Investment Manager with Advisory Arm offering bespoke sell and stay package

Up front budget: £500,000

Current turn over circa: £1,500,000

Cash offer: 4x 60/20/20

Established since: 2015

Locations: East Midlands

Additional Notes: Experienced acquirer seeks East Midlands area IFA firm to expand the advisory arm of this Investment Management Company, with £1m cash put aside for acquisition this year, offering up to 4 x your recurring income and 80% of the consideration in the first 12 months.
This expanding business brings Institutional quality investment management experience to the retail advisory market and will maintain high quality client service to your valued clients. This presents a rare and exciting opportunity for principals to secure a market leading deal and to stay on with teams intact and to develop the business.

For more information please call 01765 698 699 and quote the reference number 178090

REQUEST INFORMATION