East Sussex Retiring IFA Generating c.£250,000 from 180 Households

Current turn over circa: £320,000

Offers over: £940,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: West Sussex

Additional Notes:

Single Retiring IFA Generating c.£250,000 from 180 Households

- No staff or offices would stay with the business; no cost would be taken on by the buyer leading to a very high post acquisition operating margin.

- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.

- The Principal is happy to engage in a 6-12 month handover to ensure all clients are bedded and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 30817 ask for Toby Holbrey