Up front budget: £1,000,000

Current turn over circa: £4,000,000

Cash offer: 3.5x recurring revenue and upwards for the perfect firm.

Established since: 2011

Locations: Cheshire

Additional Notes: - £100,000 to £1,000,000 recurring income of interest.
- Personal guarantee on payments for vendor protection.
- Uplift of recurring revenue included as standard.
- Brilliant service including the clients tax return, wills, power of attorney, cash flow modelling using both Voyant and Truth as standard. Charges ranging from between 0.5% to 1% dependent on amount invested (i.e. higher amount = lower charges).
- Provide quarterly reviews for client with over £1mill invested, over £500k.
- Big back office team with over 50 employees in total.
- Happy to take on as an AR with an option to purchase: for those looking for a slower exit.
- Can buy majority shareholdings if a preference.
- Can offer seats on the board within the larger group.
- Will buy shares and / or assets.

For more information please call 01765 698 699 and quote the reference number 177518