Local IFA housing £65m FUM looking to integrate another practice, offering up to 4x recurring revenue. Firm has been developed with the client in mind including a 1:1 advisor to support staff.

Up front budget: £250,000

Current turn over circa: £650,000

Cash offer: 4x reucrring recurring

Established since: 2012

Locations: Devon

Additional Notes: Local IFA housing £65m FUM looking to integrate another practice, offering up to 4x recurring revenue. Firm has been developed with the client in mind including a 1:1 advisor to support staff.

This firm is offering 4x recurring revenue for the right practice with 50% of the total consideration being paid upfront with 2 deferred elements over 24 months.

This firm has developed the foundations with technology at the forefront all for the purpose of providing the most efficient and effective service to the client. They employ 1 back office staff per advisor so the advisor can concentrate on providing the personal, face to face service

For more information please call 01765 698 699 and quote the reference number 178655