Home / IFA Firms For Sale / North East and Yorkshire / Middlesbrough IFA £47m FUM Asset Sale 0.5% ongoing
£300,000

Middlesbrough IFA £47m FUM Asset Sale 0.5% ongoing

Ref: 16405
Current Turnover
£300,000
Offers Over
£950,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
North East and Yorkshire

Current turn over circa: £300,000

Offers over: £950,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Middlesbrough

Additional Notes: Established in 2012 this business comes to the market with the principal offering a 2 year handover before exit to retirement. This business benefits from the following:

- Circa £225k of Recurring Revenue
- Uplift Potential on 0.5% ongoing charges
- Loyal Clients many in excess of 10 years

Enquiries invited from those offering a minimum of 50% consideration on completion and remainder paid over 24 months

For more information please call 01765 698 699 and quote the reference number 16405 ask for Byron Snaith

North East and Yorkshire

Contact Us

BS
Byron Snaith
Quote reference: Seller Ref: 16405

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