Up front budget: £500,000
Current turn over circa: £300,000
Cash offer: Up to 4x Recurring Income
Established since: 2016
Additional Notes: This business has already been established for nearly a decade, while the directors are in their early 30's, so have plans to carry on for another 20-30 years, meaning your clients can stay with the same firm through their retirement.
As an IFA, there is no intention to make drastic changes to your investment proposition, so from your clients point of view there will be minimal changes and so should lead to higher client retention.
Premiums will be paid for firms between 10-50m FUM, with average household values above £200k.
For more information please call 01765 698 699 and quote the reference number 179994 ask for Edward Thorpe