West Midlands based IFA managing £150m of clients funds seeking their 5th successful business integration

Up front budget: £1,000,000

Current turn over circa: £1,800,000

Cash offer: 4x recurring revenue

Established since:

Locations: West Midlands

Additional Notes: West Midlands based IFA managing £150m of clients funds seeking their 5th successful business integration

This client is offering 4x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.

There are 5 chartered advisors to look after your clients with paraplanning and admin support at their disposal. Therefore, your clients will be serviced by high quality staff with the time and resources to provide that bespoke, personal service.

This firm has successfully integrated 4 firms into the practice over the last 5 years, achieving incredibly high levels of client retention, over 90% throughout. Thus, ensuring safe pair of hands to look after your life's work, increasing the confidence in being paid in full in the deferred elements.

For more information please call 01765 698 699 and quote the reference number 178714