Outstanding regional IFA which is highly experienced in acquiring seeking another high quality firm with a war-chest of over £5m

Up front budget: £5,000,000

Current turn over circa: £3,000,000

Cash offer: up to 4.5x recurring income

Established since: 2001

Additional Notes: Outstanding regional IFA which is highly experienced in acquiring seeking another high quality firm with a war-chest of over £5m

This firm is offering up to 4.5x recurring income, which is actually 1-1.5x more than what we sold local competitor businesses for this year.

They have completed on 12 acquisitions achieving on average over 95% client retention rate. Therefore, you can be confident that your clients will be happy with the level of service they will receive. Resultantly, this firm has paid in full for every business they have bought, meaning it is highly likely you will receive every pound, shilling and pence for your firm.

A premium price will be offered to those firms who:
- have an average client portfolio size of over £100,000
- Charge their clients between 0.35%-1%
- Are South West based

For more information please call 01765 698 699 and quote the reference number 179192