Quality local buyer offering a brilliant exit strategy with brilliant financial terms and a focus on client retention.

Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.75x recurring income

Established since: 2001

Locations: North Yorkshire

Additional Notes: Established for over 10 years, well established IFA and benefit consultancy.

Mainly pension and ISAs looking to expand by acquisition. Directly authorised and DB permissions. PI in place (renewed March 1st) fully compliant.

No non-reg products and not looking to get into that market.

Do not do mortgages.

Over £100mill FUM with a director who has carried out over 50 acquisitions i.e. very experienced.

Strong team spread over Yorkshire from West to East and North to South.

For more information please call 01765 698 699 and quote the reference number 178310