Over £20mill to invest. Focused on brand retention, staff and client continuity. Keen to finance the buyout of self employed advisers within a firm.

Up front budget: £ 10,000,000

Current turn over circa: £ 5,000,000

Cash offer: Up to 3.5x recurring for first 75%. Inflated value for 25% bought after 4 - 5 years.

Established since: 2000

Locations: Greater London

Additional Notes: - Looking at buying 75% of a firm initially, working with the exiting directors to grow the firm over a 4 - 5 year period before buying the final 25% at premium price.
- Offering full continuity. Will keep the brand, offices, staff, charging structure, investment strategy.
- Laissez-faire management strategy with only a board meeting every month (feet not held to the flame).
- Keen to finance the buyout of self-employed advisers to increase the practice value.
- Principles to stay, salaried to grow business.
- Experienced successful acquirers.
- Interested parties must have a minimum of £100 mill FUM and / or a profit line of over £400,000.

For more information please call 01765 698 699 and quote the reference number 177451