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

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 Toby Holbrey