Current turn over circa: £250,000
Offers over: £750,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: West Midlands
Locations: Brierley Hill
Additional Notes: £33m FUM spread across just 120 households representing a high average portfolio, with the majority of clients in the East Midlands.
The Principle is happy to do a handover of clients while being the only member of staff in the business.
For more information please call 01765 698 699 and quote the reference number 30773
Current turn over circa: £150,000
Offers over: £390,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Lincolnshire
Additional Notes: - No DBT
- Share purchase only
- Avg. portfolio over £250,000
For more information please call 01765 698 699 and quote the reference number 30650
Current turn over circa: £100,000
Offers over: £120,000
Established: 5 to 10 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: Leicestershire
Additional Notes: Clean DA business with Pension Investment and Mortgage Permissions ideal opportunity for those seeking a ready made shell company with the added benefit of an existing affordable book of clients
Maximum payment profile of 1 year with a minimum of 50% paid upon completion
For more information please call 01765 698 699 and quote the reference number 30631
Current turn over circa: £150,000
Offers over: £400,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Leicestershire
Additional Notes: Offer has to be 4x recurring revenue.
With a minimum of 50% paid upfront and the remaining amounts paid over 24 months.
For more information please call 01765 698 699 and quote the reference number 30552
Current turn over circa: £300,000
Offers over: £700,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: East Midlands
Additional Notes: An enviable client bank made up of just over 50 households and an average portfolio size of around £350 k with some clients investing north of £1.5million. Having focused on client relationships throughout their career, my client is now in an excellent position to work with an acquirer to bed clients in over a number of years whilst continuing to generate an impressive level of new business.
Looking for offers in the region of 3.5 x recurring paid with at 60% upfront, 20% at the end of 12 months and 20% at the end of 24 months.
For more information please call 01765 698 699 and quote the reference number 30354
Current turn over circa: £250,000
Offers over: £650,000
Established: More than 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Leicestershire
Additional Notes: Client bank for sale. 0.5% average charge. Looking for maximum continuity for the clients.
No DB exposure or any high-risk products.
Asset sale.
For more information please call 01765 698 699 and quote the reference number 30315
Current turn over circa: £600,000
Offers over: £1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: East Midlands
Additional Notes: - Chartered business
- Average portfolio of £250,000
- Brilliant brand
For more information please call 01765 698 699 and quote the reference number 30219
Current turn over circa: £ 500,000
Offers over: £ 1,400,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Northampton
Additional Notes: - 250 clients
- 0.5% charging structure
- Goodwill and asset purchase
- Full cleint handove provided
For more information please call 01765 698 699 and quote the reference number 30184
Current turn over circa: £ 45,000
Offers over: £ 170,000
Established: 5 to 10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Leicestershire
Additional Notes: Partial client bank sale circa 5m FUM established long term client relationships accumulating households with average age of early 60s mainly pension based
For more information please call 01765 698 699 and quote the reference number 30180
