Retirement Sale: Very Profitable IFA Practice Generating c.£300,000 in profit with a Turnover of £500,000 and a Deal That Would be Structured as a Sale of The Assets and Goodwill

Current turn over circa: £ 500,000

Offers over: £ 900,000

Established: 15-2 years

Gross Recurring Revenue: 200-300k

Number of staff: 1-3

Locations: Swansea

Additional Notes: Unique opportunity to acquire a Directly Authorised practice established for 20 years with zero compliance or regulatory issues.

The majority of clients are within a 20-mile radius of the office with circa 20% attending the offices for annual client reviews.

My client typically charges 0.5% ongoing providing opportunity for uplift where an enhanced proposition could be offered.

For more information please call 01765 698 699 and quote the reference number 30051 ask for Edward Thorpe