Local Buyer Offering up to 4x RI with 60% Upfront & Client Continuity

Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: 500000

Established since: 2025

Locations: West Yorkshire

Additional Notes: They are offering a significant premium to current market levels, with the ability to pay up to 4x recurring income for the right business, with up to 60% paid upfront. This provides a genuine opportunity to achieve a premium valuation while securing a substantial proportion of the consideration at completion.

The firm is also happy for the Principal to remain involved for a short period to properly bed clients into the new business. This approach helps ensure a smooth transition, protects client relationships and, importantly, gives the Principal the best opportunity to realise the full value of the business they have built.

Their approach is firmly client-focused, with a strong emphasis on protecting the relationships and reputation the Principal has developed over many years. They are committed to maintaining existing investment solutions and charging structures throughout the earn-out period, providing reassurance that clients will experience minimal disruption while the transition takes place.

For more information please call 01765 698 699 and quote the reference number 181558 ask for Oliver Macer