Fantastic South East Hampshire Based Practice Housing £70m FUM, an Average Ongoing Charge of 0.53% and Higher Net Worth Clients

Current turn over circa: £450,000

Offers over: £1,250,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Hampshire

Additional Notes:
Fantastic South East Hampshire Based Practice Housing £70m FUM, an Average Ongoing Charge of 0.53% and Higher Net Worth Clients

The firm's client bank is extremely local with 80% of clients in a 30 miles radius. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.

The business has a high profile of clients with an average charging structure of 0.53%. The opportunity represents a significant opportunity for profit uplift given the acquiring firm can demonstrate material value (more details on request).

For more information please call 01765 698 699 and quote the reference number 30325 ask for Toby Holbrey