Sold
£350,000
Local one man band housing £45m of clients funds, comprised of an average client portfolio size being over £200,000 and generating over £300,000 of recurring revenue
Ref: 30520
Current Turnover
£350,000
Offers Over
£1,400,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Location
West Midlands
Current turn over circa: £350,000
Offers over: £1,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Additional Notes: Local one man band housing £45m of clients funds, comprised of an average client portfolio size being over £200,000 and generating over £300,000 of recurring revenue
A rare opportunity to integrate 200 high net worth clients into your practice.
This proprietor is ideally looking for a firm where he can stay on for up to 3 years to service the clients, have a warmer handover period to ensure client retnetion.
For more information please call 01765 698 699 and quote the reference number 30520 ask for Oliver Macer
