Up front budget: £200,000

Current turn over circa: £600,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2017

Locations: Devon

Locations: Exeter

Additional Notes: Would look for the principle to remain within the business, seeking to maximise client retention.

Premiums will be paid for firms below £20m FUM, with average portfolio sizes per-household above £250k.

For more information please call 01765 698 699 and quote the reference number 180070