Home / IFA Firms For Sale / London and South East / Dorset Based Practice with £70m Funder Under Management, Recurring Revenue of c.£315,000 and an Average Client Size of £500,000
On Hold
£425,000

Dorset Based Practice with £70m Funder Under Management, Recurring Revenue of c.£315,000 and an Average Client Size of £500,000

Ref: 30332
Current Turnover
£425,000
Offers Over
£1,100,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
London and South East

Current turn over circa: £425,000

Offers over: £1,100,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Additional Notes:
Dorset Based Practice with £70m Funder Under Management, Recurring Revenue of c.£315,000 and an Average Client Size of £500,000

The acquisition of this two Principle led Practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.

A fantastically profitable business which partially credits success from implementing a minimum investment level of £250,000 per client, ensuring every single client is profitable and high margin. Due to the lean structure of the practice, an adjusted EBITDA figure is likely to be in the region of £400,000 post the potential uplift. The Practice represents an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.

For more information please call 01765 698 699 and quote the reference number 30332 ask for Edward Thorpe

London and South East

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Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30332

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