Up front budget: £250,000

Current turn over circa: £450,000

Cash offer: Up to 4x

Established since: 2022

Locations: West Midlands

Additional Notes: Backed by a proven track record in acquisitions, this firm has demonstrated an impressive client retention rate close to 100%. They have the systems in place to ensure a seamless, stress-free transition for all parties involved.

The firm is open to advisers staying on for 1-2 years to help bed in the clients over a warm handover. To ensure continuity and client retentions during the transition. They are also open to quicker handovers, giving you flexibility in your exit plans.

This individual has been in the industry for over 20 years, meaning you can be assured that your clients will be working with a very capable and trustworthy adviser.

For more information please call 01765 698 699 and quote the reference number 181394 ask for Edward Thorpe