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 Edward Thorpe

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