Offer Sash

Retiring IFA Generating c £110,000 from 60 households

Current turn over circa: £110,000

Offers over: £407,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Leicestershire

Locations: Leicester

Additional Notes: The average investment per household is over £330,000 and thus the vast majority of clients are profitable to service.

The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

For more information please call 01765 698 699 and quote the reference number 30915

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