Shefield IFA Acquirer offering 4.25x

Up front budget: £1,000,000

Current turn over circa: £2,200,000

Cash offer: 4.25

Established since: 2015

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: - The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition, in previous acquisitions the client retention rate is 98%.

A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above £500,000
. AUA Between £15m - £150m

For more information please call 01765 698 699 and quote the reference number 180491