£60,000
£6m FUM IFA in Hertfordshire
Ref: 31746
Current Turnover
£60,000
Offers Over
£100,000
Established
10 to 15 years
Gross Recurring Revenue
50-70k
Location
London and South East
Current turn over circa: £60,000
Offers over: £100,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Hertfordshire
Locations: Hatfield
Additional Notes: This firm has a 90% profit margin with no staff or office, so a acquisition would translate to almost entirely additional profits.
With only 30 households and almost all funds on one platform, a transition post sale would be very smooth.
Additionally an average on-going advisor charge of 0.7% means there is potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31746 ask for Toby Holbrey
