Multi Award Winning Practice established over two decades ago, offering up to an exceptional 4.6x Recurring Revenue for Businesses between £30m - £120m FUM

Up front budget: £ 1,000,000

Current turn over circa: £ 3,000,000

Cash offer: 4.6x Recurring Revenue, Payment Structure 50:25:25

Established since: 1995

Locations: Greater London

Additional Notes: Multi Award Winning Practice established over two decades ago, offering up to an exceptional 4.6x Recurring Revenue for Businesses between £30m - £120m FUM

The Practice was awarded the top out of 750 in the region for a combination of recent growth, expertise, client satisfaction and performance. Part of the success stems from the discretionary arm which enables access to every fund and stock globally. The firm designs it's own model portfolios based on each client's own needs and preferences, yielding some of the client highest performance and satisfaction in the country.
This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. In addition, there has been very little material change other than development to the business model or the staff. The continuity within the acquisition strategy alongside the strong cash flow generation means any installment payments the years post acquisition have almost zero risk attached.
Advisers are supported through a 1:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to five new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/Charted level.

Premium offer will be available to Practices offering

. Up to £130m Funds under
Management
. Based Central or West London

For more information please call 01765 698 699 and quote the reference number 176751