Local IFA housing over £200m FUM seeking their tenth successful business integration achieving 95% client retention on average

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: 4.5x Recurring Revenue

Established since:

Additional Notes: Local IFA housing over £200m FUM seeking their tenth successful business integration achieving 95% client retention on average

This firm is offering up to 4.5 recurring revenue with 60% of the total consideration being paid upfront and two deferred elements over 24 months.

They have successfully integrated 9 IFA practices paying the principals in full and offering the opportunity to speak to a past principal to understand their experience

For more information please call 01765 698 699 and quote the reference number 178887 ask for Toby Holbrey