Cash buyer, experienced acquirer in Richmond,...

Cash buyer, experienced acquirer in Richmond, Offering to 4 x your recurring revenue stream with up to 80% of the consideration paid in the first 12 months

Up front budget: £ 750,000

Current turn over circa: £ 400,000

Cash offer: 4x 60/20/20

Established since: 2017

Locations: Richmond

Additional Notes: My client started their Wealth Management business two years ago and has gone from strength to strength building up their Funds Under Management (FUM) by over double in the last year. They are currently in the process of acquiring their second business, which will grow the firm to over £40m in FUM.

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.

A premium offer will be available to practices offering;

Locations:
Oxford OX Reading RG

Total consideration (GBP):
To £1.5m

Client Base:
A young accumulating client base 50s with clients with at least £50,000 of Funds under management on average.

Staff & Premises:
Staff and premises will definitely be considered for the right business.