Regional IFA managing £200m of clients assets seeking their sixth successful business integration.

Up front budget: £200,000

Current turn over circa: £1,500,000

Cash offer: 3.8x recurring revenue, 50-25-25

Established since: 2018

Locations: Bristol

Additional Notes: Regional IFA managing £200m of clients assets seeking their sixth successful business integration.

This company is offering up to 3.8x recurring revenue with 50% upfront and 75% of the total consideration within 12 months.

This firm has boasted 100% client retention across all of their acquisitions resulting in each principal being paid in full. They have additionally retained 3 of the principals who are still existing advisers within the firm.

For more information please call 01765 698 699 and quote the reference number 178608