Yorkshire IFA offering up to 4x Recurring Revenue within 18 months

Up front budget: £800,000

Current turn over circa: £1,700,000

Cash offer: Up to 4x

Established since: 2010

Locations: North Yorkshire

Locations: York

Additional Notes: Local IFA looking to integrate another practice, offering up to 4x recurring revenue. Firm has been developed with the client in mind including a 1:2 advisor to support staff.

The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition, in previous acquisitions the client retention rate is 98%.

This firm has developed the foundations with technology at the forefront all for the purpose of providing the most efficient and effective service to the client. They employ 2 back office staff per advisor so the advisor can concentrate on providing the personal, face to face service

For more information please call 01765 698 699 and quote the reference number 180130