£12M AUM business with valuable clients

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 Edward Thorpe

IFA similar to this