£545,000
Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000
Ref: 30964
Current Turnover
£545,000
Offers Over
£1,720,000
Established
10 to 15 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
South West
Current turn over circa: £545,000
Offers over: £1,720,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Exeter/Taunton
Additional Notes:
Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000
- No risky products have been advised in the business, reducing the liability of a potential purchase
- A light back office team means the business should make £300-£350,000 in post-acquisition profit (advisory cost dependant)
For more information please call 01765 698 699 and quote the reference number 30964 ask for Edward Thorpe
