Up to 4x RI | £20m+ AUM Focus | Flexible Transition with Minimal Client Disruption

Up front budget: £250,000

Current turn over circa: £15,000

Cash offer: 250000

Established since: 2025

Locations: Lancashire

Additional Notes: They can pay up to 4x recurring income, giving you the opportunity to achieve a strong valuation for the business you have built. They are particularly interested in established books around £20m AUM, with a focus on quality, recurring income and younger client demographics, making this a potentially strong fit for the right seller.

You don’t need to change your existing investment proposition or platform if it is working well for your clients. They can maintain the current approach and will only look to make changes where it is genuinely beneficial, meaning less disruption for you and your clients and a smoother transition following a sale.

There is also flexibility around your existing team, with advisers able to remain involved if they wish. They are keen to retain existing administration and paraplanning resource, allowing the people who already know your clients and business to continue supporting them. For a retiring Principal, this provides greater continuity and a more straightforward handover rather than having to rebuild the team around your clients.

For more information please call 01765 698 699 and quote the reference number 181612 ask for Oliver Macer