Multi Award Winning, Independent Financial Advisory House seeking a Hub business in Central London between £200-500m Funds Under Management

Up front budget: £ 7,000,000

Current turn over circa: £ 11,000,000

Cash offer: 5-7x Adjusted EBITDA

Established since: 1962

Locations: London

Additional Notes:
Multi Award Winning, Independent Financial Advisory House seeking a Hub business in Central London between £200-500m Funds Under Management

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premise, staff and brand with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business for 4-5 years to ensure the maximisation of value as well as complete succession planning (more details on request).

The current model this business adopts is a pure advisory focused one, with each adviser receiving 1:1 support from paraplanners, personal assistants and admininistration support.

For more information please call 01765 698 699 and quote the reference number 177082