Well-Funded & Experienced Firm Offering Adviser Retention and Excellent Valuations

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 Edward Thorpe

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