Yorkshire based Modern Advisory Firm £500k Capital to deploy

Up front budget: £250,000

Current turn over circa: £1,200,000

Cash offer: 4x 50/25/25

Established since: 2010

Locations: Derbyshire,East Riding of Yorkshire,North Yorkshire,South Yorkshire,West Yorkshire,Nottinghamshire

Additional Notes: State of the art modern advisory firm, looking to acquire the shares or goodwill and assets of an IFA.
Looking to pay between 3 and 4 times recurring income. Budget up to 500,000 GBP, which is set aside with Retiring IFA for acquisition.
Snapshot of the business – 6 advisers, circa 1,2m turnover and over 100million FUM. They currently have offices in Yorkshire and London.
We highly recommend this business as a fantastic home for your clients as they are looking for complete client continuity.
If you have half an eye on retirement and recurring income up to 150,000 GBP, it would be the perfect time for a non-committal, confidential conversation with our client.

For more information please call 01765 698 699 and quote the reference number 178228

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