£120,000
£10.5m AUM West Midlands / Shropshire Client Bank
Ref: 31937
Current Turnover
£120,000
Offers Over
£200,000
Established
15 to 20 years
Gross Recurring Revenue
50-70k
Number of Staff
1 to 3
Location
West Midlands
Current turn over circa: £120,000
Offers over: £200,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1 to 3
Locations: Shropshire
Additional Notes: They are currently charging a 0.65% fee, meaning there is significant opportunity for uplift and increased profitability.
This would be an asset sale, so no liabilities from previous advice would transfer, meaning a purchaser would be fully de-risked.
They are currently onboarding an additional £5m of AUM, which they would like to include as part of an acquisition.
For more information please call 01765 698 699 and quote the reference number 31937 ask for Oliver Macer
