High-Net-Worth IFA Practice With the Average Client Generating £3,000 and the Practice Producing c.£5-60,000 in Total Recurring Income

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 Edward Thorpe