£250,000
Leeds based practice. HNW clients. One man band.
Ref: 30318
Current Turnover
£250,000
Offers Over
£750,000
Established
10 to 15 years
Gross Recurring Revenue
150-200k
Location
North East and Yorkshire
Current turn over circa: £250,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: West Yorkshire
Additional Notes: Average ongoing charge of 0.5%.
Could carry on working with the business.
Approximately 100 clients.
Between £40mill and £50mill FUM
Looking at an offer of at least 3.75x recurring income.
No exposure to DB transfers of esoteric investments.
No complaints or regulation issues.
Share purchase required.
For more information please call 01765 698 699 and quote the reference number 30318 ask for Oliver Macer
