Selling IFA Practice Managing £50m FUM Generating £250,000 in Recurring Income with c.180 Households
Current turn over circa: £270,000
Offers over: £940,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey/West Sussex
Additional Notes: Selling IFA Practice Managing £50m FUM Generating £250,000 in Recurring Income with c.180 Households
- No risky products have been advised within the business
- No permanent staff or premises are currently present hence there is expected to be very little costs for the purchaser post acquisition
- The vast Majority of Clients are within the Guildford and Hampshire area
To Qualify for the opportunity a Prospective purchaser will need;
- Retain the Principal for a sufficient handover with ability to continue working for a few years
For more information please call 01765 698 699 and quote the reference number 30709 ask for Toby Holbrey
