West/South Yorkshire IFA Managing c.£135m FUM, Generating c.£850,000 in Recurring Income from 210 Households

Current turn over circa: £950,000

Offers over: £4,300,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1 to 3

Locations: West/South Yorkshire

Additional Notes:

West/South Yorkshire IFA Managing c.£135m FUM, Generating c.£850,000 in Recurring Income from 210 Households

- The average portfolio size of the business is over £500,000 with very few under £200,000

- Due to the low current running costs, the Practice will produce an approximate maintainable EBITDA of c.£600,000


To Qualify for the opportunity a Prospective purchaser will need;

- Retain the Principal for a two year period

- Have a minimum of 50-60% in cash or funding secured (or qualify for funding from our panel) of the offers over amount

For more information please call 01765 698 699 and quote the reference number 30866 ask for Oliver Macer