Up front budget: £400,000

Current turn over circa: £2,100,000

Cash offer: Up to 3.75x Recurring Revenue

Established since: 2001

Locations: Cardiff

Additional Notes:
Cardiff Based Purchaser Offering a Position for Principals for 1-2 years (details of package on request), Cash Secured for an Equity Buy-Out and a Minimal Change Approach to Integrating Practices

Advisers are supported through a 2:1 ratio of highly qualified Paraplanners, Client Relationship Managers and Support Staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on both advisers and support staff, providing training and progression opportunities to any members of the team who are working towards the Diploma/chartered level.

For more information please call 01765 698 699 and quote the reference number 178350 ask for Edward Thorpe