Up front budget: £ 800,000

Current turn over circa: £ 2,000,000

Cash offer: 4x 60/20/20

Established since: 2008

Locations: Cumbria

Locations: Lancaster,Blackpool,Kendal,Preston

Additional Notes: Cash buyer, experienced acquirer in Cumbria offering to 4 x your recurring revenue stream with up to 60% of the consideration up front.

Cash buyer with a budget up to £1.5m.
My client started their Wealth Management business ten years ago and has gone from strength to strength building up their Funds Under Management (FUM) to over £150m. What makes this opportunity stand out from others is that they are not looking to shoehorn your clients into any old proposition. They ease the clients in, letting them get to know their business and making sure that they are comfortable with them.
You will obviously be on hand to help the process, warmly introducing them to your clients and be on hand to help provide guidance whenever necessary so you can help them to know your clients as well as you do.