Sussex Based Privately Owned IFA Purchaser Paying up to 70% of Consideration on Day One, Offering the Principal(s) to remain in a Salaried Role Post Acquisition

Up front budget: £12,000,000

Current turn over circa: £8,000,000

Cash offer: Up to 3.75x Recurring Income

Established since: 1988

Locations: Sussex

Additional Notes:

Sussex Based Privately Owned IFA Purchaser Paying up to 70% of Consideration on Day One, Offering the Principal(s) to remain in a Salaried Role Post Acquisition

- The Practice is happy to pay up to 70% of total consideration on day one, largely de-risking the Retiring Principals from subsequent payments

- The Practice is happy to continue running clients on the same platform/Investment Management solution for the first 18-24 months post-acquisition to ensure maximum retention of clients

- Generous salaried position for 1-5 years purely managing the clients OR retirement sale if preferred (more details on request)

A premium offer will be available to Practices of the following profile:

. Located in Sussex, Portsmouth, Southampton, Kent, Redhill and the Surrounding area
. Share purchase or Asset purchase option
. Assets under advice Between £30m - £800m FUM

For more information please call 01765 698 699 and quote the reference number 178580