£125,000
£12M AUM business with valuable clients
Ref: 31886
Current Turnover
£125,000
Offers Over
£350,000
Established
15 to 20 years
Gross Recurring Revenue
70-100k
Location
London and South East
Current turn over circa: £125,000
Offers over: £350,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Additional Notes: The average client portfolio exceeds £500k, making this book highly attractive to service.
This is a pure client sale with no requirement to retain staff or premises.
The transaction would be structured as an asset purchase, ensuring no liabilities are transferred and reducing the time needed for integration.
The seller is primarily seeking a like-minded firm to take on the clients, while they remain involved during the handover to ensure a smooth transition.
For more information please call 01765 698 699 and quote the reference number 31886 ask for Toby Holbrey
