Sold
£650,000
High-Net-Worth IFA Practice with c.£500k Average Client Size and Recurring Income of Over £600k.
Ref: 16100
Current Turnover
£650,000
Offers Over
£2,200,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £650,000
Offers over: £2,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes:
High Net Worth IFA Practice with c.£500k Average Client Size and Recurring Income of Over £600k.
- Principle wishes to remain in the business and partly capitalise.
- The sale would be structured as an asset sale.
- Maintainable profit in the business c.£350,000 after adviser costs have been factored in.
For more information please call 01765 698 699 and quote the reference number 16100 ask for Toby Holbrey
