Up front budget: £800,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1988

Locations: Kent

Additional Notes:
Chartered, Multi-Office Kent Based IFA Practice Offering Some of the Most Highly Qualified Advisers in the Region Combined with a Very Good Value Client Offering

Advisers are supported through a 3:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region (all either fellows or chartered), this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to twelve new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered level.

The approach to acquisitions is a that of minimal change with your current fee structure, staff base and clients . The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

As a result of the minimal disruption approach, this practice has had fantastic success with over 3 previous acquisitions experiencing, on average, 99% retention. 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.

A Premium Offer Will be Available to the Following Practices:

. Located in the Canterbury, Maidstone, Sevenoaks, Turnbridge Wells, Crowborough, Dartford, Bromley and the Surrounding Area
. Practices from £10m-120m Funds under Management
. Practices with an ongoing fee of 0.8% and below are preferred

For more information please call 01765 698 699 and quote the reference number 177315