Sold
£500,000
Retirement Sale: Very Profitable IFA Practice Generating c.£300,000 in profit with a Turnover of £500,000 and a Deal That Would be Structured as a Sale of The Assets and Goodwill
Ref: 30051
Current Turnover
£500,000
Offers Over
£760,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1-3
Location
South West
Current turn over circa: £500,000
Offers over: £760,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Swansea
Additional Notes:
Retirement Sale: Very Profitable IFA Practice Generating c.£300,000 in profit with a Turnover of £500,000 and a Deal That Would be Structured as a Sale of The Assets and Goodwill
The Practice is brining on between 50-60 new clients a year with the infrastructure and systems in place to continue doing so post acquisition.
The acquisition of the business would be structured with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30051 ask for Toby Holbrey
