Somerset based firm with successful experience of 3 business integrations holding £600,000 of cash willing to pay 4x recurring revenue over 18 months.

Up front budget: £600,000

Current turn over circa: £300,000

Cash offer: up to 4x recurring revenue

Established since: 2012

Locations: Somerset

Additional Notes: A well-established chartered wealth management firm seeking their 4th successful acquisition. Proven record of 98% client retention on average due to high levels of continuity through complete flexibility on client interaction and servicing proposition.

A truly client centric firm with testimonials on Vouchedfor, The times and The Telegraph, along with the ability to speak to past retiring principals that left their life's work with the firm.

Willing to pay up to 4x recurring revenue with 50% upfront and paying the full 100% within 18 months, for the right business. Has payed 100% of all deferred elements in previous acquisitions and has done this from periods of 12-24 months.

A premium offer will be available for practices offering:
- £10-80m FUM
- Locations of Somerset, Devon, Bristol
- Investment and Pension led firm.

For more information please call 01765 698 699 and quote the reference number 178458