£20m Lancashire Asset Deal with Upside Opportunity

Current turn over circa: £100,000

Offers over: £375,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Lancashire

Additional Notes: Acquiring this firm would add approximately £20m in assets across a concentrated base of around 88 households, generating £100k in recurring income with an average client portfolio value of approximately £225k. The business benefits from a loyal and long-standing client base, providing a strong foundation for client retention. Continuity of service and client care are key priorities for the Principal, making this an attractive and stable acquisition opportunity.

With an average ongoing adviser charge of just 0.57%, there is clear scope for revenue enhancement. By aligning clients with your proposition and fee structure, there is significant potential to increase income while improving the overall value generated from the client bank.

As a sole trader, the transaction is well suited to a straightforward asset sale, reducing complexity and facilitating a smooth integration. The Principal is also willing to support a structured handover period, helping to introduce clients and ensure a seamless transition with minimal disruption.

For more information please call 01765 698 699 and quote the reference number 30088 ask for Byron Snaith