Up front budget: £500,000
Current turn over circa: £1,200,000
Cash offer: 4x 60/20/20
Established since:
Locations: West Midlands
Additional Notes: My client is offering up to 4x recurring revenue with 60% of the total consideration being paid upfront, 80% to be paid within 12 months and 100% after 2 years.
A truly client centric firm employing more than 5 advisers that have 11 back office staff at their disposal. This provides the time and ability for the adviser to service the clients fully. This firm values the input from the principal to determine which adviser is best suited for each individual client.
The firm has completed on 5 successful business integrations achieving 100% client retention on the most recent one, whilst having 98% on average across the 5. Thus portraying that they are a very safe pair of hands to leave your life's work with
For more information please call 01765 698 699 and quote the reference number 178622 ask for Edward Thorpe