Under Offer
£200,000
West Sussex Practice Managing £32m FUM (80 Households) Looking to Partner With a Larger Firm
Ref: 30417
Current Turnover
£200,000
Offers Over
£540,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £200,000
Offers over: £540,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: West Sussex
Additional Notes:
West Sussex Practice Managing £32m FUM, (80 Households) Looking to Partner With Larger Firm
- The principal is looking to merge with a larger firm who can provide paraplanning and admin support
- One possible structure is an initial 50% share buyout with an option to purchase the remaining shareholding in the future
For more information please call 01765 698 699 and quote the reference number 30417 ask for Toby Holbrey
