Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: 3.5x

Established since: 2000

Locations: West Yorkshire

Additional Notes: When it comes to the cash, they are highly competitive, particularly where they see a strong strategic fit. They place significant value on long-term continuity and the strength of client relationships. With 5 advisers now, clients are onboarded and allocated to a single adviser to ensure consistency and depth of relationship.

The firm has completed four acquisitions in the past two years, achieving an exceptionally high client retention rate of 98%. The small number of client losses were due to their own personal circumstances such as relocating overseas, so retention is effectively 100%.

Around 95% of their advice and servicing is delivered face-to-face, with all initial meetings and introductions to new clients conducted in person. They are also happy to retain Principals during a handover period on a consultancy-style basis to support a smooth and successful transition.

For more information please call 01765 698 699 and quote the reference number 181431 ask for Byron Snaith