Up front budget: £1,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 3.8x Recurring

Established since: 1995

Locations: East Sussex

Additional Notes:

Charted, All Advisory Holistic Financial Planners with 3:1 Advisory support, Many Unique Client Servicing Features with Several Millions to Spend on the Right Practice.

The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. This unity and stability within the team and the strong cash position of the business means any installment payments in the two years post acquisition have zero risk attached from a security standpoint.

The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners/Administrators to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.

This buyer has had fantastic success on several previous acquisitions, retaining over 95% of all the clients and the existing staff base in one case. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.

A premium offer will be available to Practices offering:

. Located in the Kent, Worthing, Steyning, Lewes, Burgess Hill, Crawley, Horsham, South Guildford, East Sussex and Surrounding Area
. Practices from £20m-100m Funds under Management

For more information please call 01765 698 699 and quote the reference number 177582