£700,000
IFA in the North West with £90m FUM
Ref: 31891
Current Turnover
£700,000
Offers Over
£2,200,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
North West and Cumbria
Current turn over circa: £700,000
Offers over: £2,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average portfolio size per household just below £0.5m, meaning an acquirer would be working with highly profitable clients.
90% of the assets in the business are with two major providers, making the transition post-sale much simpler.
There are advisers in place who can continue with the buyer to make the transition easier and help with client retention.
For more information please call 01765 698 699 and quote the reference number 31891 ask for Byron Snaith
