Sold
£600,000
High-Net-Worth IFA Practice With the Average Client Generating £3,000 and the Practice Producing c.£5-60,000 in Total Recurring Income
Ref: 14879
Current Turnover
£600,000
Offers Over
£2,400,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
South West
Current turn over circa: £600,000
Offers over: £2,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Hampshire
Additional Notes:
High-Net-Worth IFA Practice With the Average Client Producing £3,000 With the Whole Business c.£5-60,000 in Recurring Income
- The business has Partial Succession Planning Within the existing advisory team
- The Practice has limited exposure to any risky products and thus limiting the liability for any purchaser
- The Principal is looking for a regional buyer that can demonstrate a level of continuity post acquisitino
For more information please call 01765 698 699 and quote the reference number 14879 ask for Toby Holbrey
