Sold
£200,000
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.
Ref: 30455
Current Turnover
£200,000
Offers Over
£490,000
Established
10 to 15 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
North West and Cumbria
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 ask for Byron Snaith
