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 ask for Edward Thorpe