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Retiring IFA Managing £500,000 of Recurring Income across 100 Households

Current turn over circa: £530,000

Offers over: £1,900,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Kent

Additional Notes:

- The vast majority of clients are accumulating and in their earnings peak, thus the business will naturally grow 3-5% per annum

- Very limited liability within the firm with virtually zero risky products that have been advised

- Due to the low cost base, the maintainable EBITDA will be likely be c.£350,000

For more information please call 01765 698 699 and quote the reference number 30869 ask for Edward Thorpe

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