Asset Deal Carve-Out — £8m AUM, 190 Clients, Immediate Profitability

Current turn over circa: £40,000

Offers over: £150,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Lancashire

Additional Notes: Acquiring this firm would add over £8m in assets across approximately 190 clients, generating £40k in recurring income with an average client portfolio value exceeding £40k. The size and structure of the client bank make it a highly manageable acquisition, offering a straightforward bolt-on opportunity that can be integrated efficiently into your existing business and contribute to profitability from day one.

With an average client age of just 67, the client base offers exceptional longevity, providing the potential for many relationships to continue for 5 years or more. This creates a strong foundation for long-term recurring income and future planning opportunities.

The offer benefits from an asset deal as this is a carve out of some clients and they will continue to run the rest of the book.

For more information please call 01765 698 699 and quote the reference number 32031 ask for Byron Snaith