£1,100,000
Highly Profitable IFA in Buckinghamshire
Ref: 31942
Current Turnover
£1,100,000
Offers Over
£3,750,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £1,100,000
Offers over: £3,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With an EBITDA which is c. 50% of revenue, this is a highly profitable business which can continue being one under a new acquirer.
90% of their assets are with two major providers, which will lead to a simpler transition post-sale.
The business has younger advisers and back-office staff who can continue to help grow the business in the future, whilst also helping with the transition due to their existing relationships with the clients.
For more information please call 01765 698 699 and quote the reference number 31942 ask for Toby Holbrey
