£110,000
Retiring IFA Generating c £110,000
Ref: 30920
Current Turnover
£110,000
Offers Over
£420,000
Established
20 to 25 years
Gross Recurring Revenue
100-150k
Location
South West
Current turn over circa: £110,000
Offers over: £420,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Cornwall
Locations: Truro
Additional Notes: The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion.
Very clean DA business as no high risk products have been advised to client within the business.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 30920 ask for Toby Holbrey
