Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.8x Recurring

Established since: 1993

Locations: Edgware

Additional Notes:
Charted, North West London Based IFA Offering Unique Deferred and Partial Structures Involving the Ability to Service the Clients while Keeping any Office and Investment Proposition the Same (see below for more details).

As well as a standard 1-2 year exit option, this Practice offers:

1. Partial equity buyouts (no minimum equity requirement) where Retiring principles can partially cash out on their Practice while continuing to service clients with full Para planning and Administration support. In the past deals with this IFA, principles that this extra new capacity has allowed them to drastically build up their book and sell the remaining equity for a far greater absolute amount (more details on request).

2. A structure where all the equity is purchase and the Principles can remain on a generous salary and split for new business for 3-4 years with full support to ensure the maximisation of value as well as complete succession planning (more details on request).

Both the above options have and will maintain the brand and potentially the office of any partnering firm for at least two years for maximum continuity. As a result of the minimal disruption approach, this practice has had fantastic success with almost 10 previous acquisitions experiencing, on average, 97% retention on the most recent four. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

. Located in the and the Watford, Harrow, Uxbridge, Southall, Shepard's Bush, Kings Langley, Northolt, North London and the Surrounding area
. Practices from £10m-100m Funds under Management
. Principles (some) who wish to remain in the business are preferred in conjunction with scalable offices

For more information please call 01765 698 699 and quote the reference number 177524