On Hold
£500,000
Gloucestershire High-Net Worth IFA Practice Managing £40m FUM with 50 Households with the Principal Looking to Step Back
Ref: 30949
Current Turnover
£500,000
Offers Over
£1,550,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West
Current turn over circa: £500,000
Offers over: £1,550,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes: - The majority of clients are businesses owners / working professionals and still accumulating wealth
- No permanent staff or offices to follow with the acquisition and thus the business should make over £300,000 in post-acquisition profit (advisory cost dependant)
- Very limited liability within the company
For more information please call 01765 698 699 and quote the reference number 30949 ask for Toby Holbrey
