£20m South Wales Network Firm Looking For Sale

Current turn over circa: £150,000

Offers over: £450,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: South Glamorgan

Additional Notes: The average charge to clients is 0.6%, meaning there is an opportunity to uplift fees and increase long-term profitability from the acquisition.

The purchase would entail no retention of staff or property, meaning a firm with capacity among existing advisers would benefit purely from the increased revenue of valuable clients.

As a network firm, the acquisition of clients would not transfer any liabilities for advice previously provided, reducing the risk to a purchasing party.

The majority of meetings are carried out face-to-face, and the seller would prefer a firm with the capacity to replicate this service.

For more information please call 01765 698 699 and quote the reference number 32057 ask for Toby Holbrey