Sold
£500,000
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
Ref: 30051
Current Turnover
£500,000
Offers Over
£760,000
Established
15-2 years
Gross Recurring Revenue
200-300k
Number of Staff
1-3
Location
South West
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 Toby Holbrey
