Seasoned Family IFA purchaser – Devon/Cornwall – 300k cash

Up front budget: 150000

Current turn over circa: undefined

Cash offer: 4 x 60/20/20

Established since: 2003

Locations: Cornwall

Locations: Plymouth

Additional Notes: Seasoned Family IFA purchaser – Devon/Cornwall – 300k cash

A seasoned acquirer based in Devon looking to acquire with 300k in cash. Established for 15 years with a holistic approach to Investment Tax & Lifestyle Strategies, this business provides a superb opportunity for a retiring principal to ensure high client service levels are maintained.

With previous acquisition experience this firm is keen to expand on their HNW client bank local to Devon. Providing 3 high quality and experienced advisers with comprehensive back office support this team provides a platinum service to existing clients and the capacity to integrate more.

Operating a DFM and Model portfolio over the last 15 years with monthly investment committee meetings to ensure fund performance and maximum client retention. Trainee advisers have also been recruited in preparation for continued referrals and another successful acquisition. This is a business with succession plans in place looking to take the next step forward in their considered growth.

This experienced and client-centric acquirer is offering up to 4x recurring income with a strong deposit on completion and a flexible handover.