Up front budget: £500,000

Current turn over circa: £400,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 1996

Locations: Greater London

Additional Notes:

Chartered, Multi-Office IFA Practice with 1:1 Admin Support Looking to keep both the Principles (if desired) and an Office in Place Paying over 3.8x Recurring Revenue for the Right Firm

This practice boasts one of the most complete IFA services in the South East with three levels of client service; ranging from Bronze to Gold. The Gold service clients involves client face to face reviews once a quarter in combination to one phone call a month from their designated adviser. This service level is testament to the absolute commitment and client service available at this practice.

On any acquisition, the Practice will keep any investment proposition and platform the same to ensure minimal disruption to client service. The principle is also keen to take on any key staff members in the existing business. 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.

Due to the family like nature of the firm, 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 instalment payments in the two years post acquisition have zero risk attached from a security standpoint.

A premium offer will be available to Practices offering:

. Located in the and the Brixton, Wandsworth, Croydon, Bromley, Warlingham, Sutton, Greenwich, Wimbledon, South London and Surrounding Area
. Practices from £10m-30m Funds under Management
. The firm is able to accommodate Principles who wish to remain in the business as well as existing advisers

For more information please call 01765 698 699 and quote the reference number 177495