On Hold
£350,000
Kent Single Principal IFA Firm Managing £50m FUM Generating £245,000 in Recurring Income from 115 Households
Ref: 30873
Current Turnover
£350,000
Offers Over
£1,100,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East
Current turn over circa: £350,000
Offers over: £1,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Kent
Additional Notes:
Kent Single Principal IFA Firm Managing £50m FUM Generating £245,000 in Recurring Income from 115 Households
- The purchase would be structured as a goodwill and asset purchase, thus no previous liability will be taken on by the purchaser
- No offices or support staff are to onboard with the clients - thus the sale is more of a client bank purchase
For more information please call 01765 698 699 and quote the reference number 30873 ask for Toby Holbrey
