Sold Sash

South West Based Practice Managing £190m FUM, £1m in Turnover and c.500 Households

Current turn over circa: £1,000,000

Offers over: £3,400,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Devon / Cornwall

Additional Notes:

- Full Succession plan within the business so little to no recruitment needed when the Principals retire.

- Very clean limited company as no high risk products have been advised to clients within the business.

- The current operating Margin is close to a 50% once factoring in adjustments post acquisition.

For more information please call 01765 698 699 and quote the reference number 30809

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