Well-Funded & Experienced Firm Offering Adviser Retention and Excellent Valuations
Ref: 181361
Up front budget: £2,000,000
Current turn over circa: £500,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2017
Locations: Greater London
Additional Notes: This firm can enable advisers a quick exit within 12 months, or a longer term agreement to ensure that there is relationship continuity and minimal disruption to clients.
They have rare flexibility in their deals structures such as performing equity swaps, enabling more competitive offers for sellers seeking to maximise their value.
They are open to acquiring firms with lower average client values, ideal for sellers with broad client bases or mixed books.
For more information please call 01765 698 699 and quote the reference number 181361 ask for Toby Holbrey
