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RETIRING IFA
Business Acquisition

Sold Sash

Brilliant local acquisition opportunity to take on 100 clients and grow the business by over £25million FUM. With uplift potential looking at a reasonable valuation.

Current turn over circa: £200,000

Offers over: £490,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Cumbria

Additional Notes: 2 directors looking to exit the industry and find the right home for their clients with one adviser looking to stay with the acquiring firm.
The average portfolio size is around £200,000.

For more information please call 01765 698 699 and quote the reference number 30455

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