Premium Valuation Opportunity – 4–4.5x RI with Proven Integration Success

Up front budget: £1,000,000

Current turn over circa: £5,000,000

Cash offer: 1000000

Established since: 2019

Locations: Northumberland

Additional Notes: When it comes to valuation, this buyer has completed acquisitions at multiples of up to 4–4.5x recurring income, notably above current market averages. This presents a genuine opportunity to achieve a premium valuation alongside a highly supportive long-term home for your clients.

With a strong presence across the North of England and Scotland, they have achieved a 100% client retention rate on their last two acquisitions, reflecting their focus on continuity of service and successful client integration.

As an independent firm, a key point of differentiation is their commitment to maintaining your existing investment proposition and charging structure for the foreseeable future. With you continuing to advise clients and minimal changes to how they are serviced, the transaction can be positioned as more of a merger than a sale, helping to maximise client retention.

In addition, they are actively building a commercial property proposition and are able to accommodate commercial property within clients' SIPPs. They also have access to specialist valuation expertise through an established estate agency network, providing further opportunities for clients with commercial property holdings.

For more information please call 01765 698 699 and quote the reference number 181551 ask for Oliver Macer