London Purchaser Maintaining Fees Acquiring In South East

Up front budget: £500,000

Current turn over circa: £250,000

Cash offer: 4-4.5x RI

Established since: 2009

Locations: Greater London

Additional Notes: What makes this purchaser unique is their ability to maintain existing client fee structures during the handover. This keeps costs unchanged for clients, reducing the likelihood of attrition and improving the chances of sellers receiving full value for their business.

The acquirer assess client relationships on an individual basis, placing greater emphasis on intergenerational continuity rather than simply client age. This can materially improve outcomes for firms with older client bases.

As an independent, directly authorised business, they can retain the existing client proposition where appropriate. This helps minimise disruption and further reduces the risk of client loss.

The business is open to retaining staff who can add value and integrate well into the wider team.

They have the capacity to acquire up to 200 new clients.

They have a preference for firms with a passive investment approach, although this is not essential.

For more information please call 01765 698 699 and quote the reference number 181486 ask for Toby Holbrey