On Hold
£660,000
Somerset Based Practice Managing £90m FUM Generating c.£650,000 in Recurring Income
Ref: 30737
Current Turnover
£660,000
Offers Over
£2,500,000
Established
25 to 30 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £660,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Somserset
Additional Notes:
Somerset Based Practice Managing £90m FUM Generating c.£650,000 in Recurring Income
- The business advises on mostly high-net0wrth clients with an average client size c.£450,000.
- The business houses a younger, chartered adviser who is looking to stay and aid in growing the Practice.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no change in control required.
For more information please call 01765 698 699 and quote the reference number 30737 ask for Toby Holbrey
