Up front budget: £1,200,000

Current turn over circa: £4,000,000

Cash offer: Up to 3.6x Recurring Income

Established since: 1982

Locations: Greater London

Additional Notes:
- No change to fee structure or investment proposition for at least two years during the earnout to ensure maximum retention of clients.

- The Retiring Principle has the option of remaining in the business for 1-2 years, focusing solely on managing the clients while receiving a percentage of the overall turnover of the business (more details on request).

- The firm has taken on board more over 13 IFA Practices in the last 15 years, on the three most recent acquisition no clients were lost and the owners received more than 100% of the original value of the business.


A Premium offer will be available to Practices of the following profile:

. Practice between £40m-£150m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area

For more information please call 01765 698 699 and quote the reference number 178765