Cumbria Partnership c.£100m AUM with uplift potential

Current turn over circa: £400,000

Offers over: £1,750,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: Cumbria

Additional Notes: Now buying this firm would add nearly £100m of invested funds, with an average client portfolio value close to a quarter million. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

The low adviser charge at just 0.5% combined with a low average client age at 65, is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients over the next 15 years or more.

Being a share purchase makes integration smoother, as there is no need to re-paper clients or novate assets. You also gain continuity of revenue from day one, maintain existing supplier relationships, and inherit the trading history, which can strengthen your balance sheet and credibility for future growth or acquisitions.

For more information please call 01765 698 699 and quote the reference number 31682 ask for Byron Snaith

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