Lancashire IFA up to 70% upfront 5x Recurring and up to 10x EBITDA

Up front budget: £10,000,000

Current turn over circa: £18,000,000

Cash offer: 5x Recurring Share Purchase to 10x EBITDA

Established since: 2015

Locations: Lancashire

Additional Notes: -£50m acquisition fund
-£6.5 billion FUM looking to grow via acquisition of
quality Lancashire & Cheshire firms.
-Happy to keep on the proprietor/staff/premises to work
with the business.
-Not interested in rocking the boat; no increase in client
charge, no migration of investment proposition. Focus
on absolute continuity within the business.
-This business has paid 5x recurring for acquisitions in
2023 and 2023 with as much as 70% on day one
-Bespoke structures for hub businesses with upside
-Locations
Manchester Stockport Oldham Chester Bolton Wigan
Warrington Liverpool Lancaster Crewe

For more information please call 01765 698 699 and quote the reference number 180169