£40m AUM | £300k RI | 160 Households | Strong Revenue Uplift Potential
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Nottinghamshire
Additional Notes: Acquiring this firm would add c.£40m in assets across a concentrated base of around 160 households, generating £300k in recurring income with an average client portfolio of approximately £250. The business benefits from a well-established and loyal client base, providing a strong foundation for long-term retention, something the Principal places significant importance on, with continuity of service and care a clear priority.
With a low average on-going adviser charge of around 0.75% is an opportunity for you to bolt on the clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
The firm has a clean compliance record, with no upheld or outstanding complaints and minimal exposure to high-risk products.
With a 50/50 ownership structure, one principal is ready to retire, while the other intends to remain for a further 3–4 years to support a smooth transition and ensure clients are properly onboarded and comfortable with the new ownership.
For more information please call 01765 698 699 and quote the reference number 32072 ask for Oliver Macer
