Up front budget: £5,000,000

Current turn over circa: £4,000,000

Cash offer: Up To 3.7x Recurring

Established since: 1987

Locations: Dorset

Additional Notes:
Demonstrable Success in Many Previous Purchases, Unique Structure for Guaranteeing Payments to Retiring Principles and a 1:1 Ratio of Highly Qualified Paraplanners and Support Staff

The firm have acquired over 7 Local Practices before and seen an average client retention rate of over 97%. Testimonials and the ability to speak to each of the principles who have left their business with this firm to give you an idea of exactly the levels of retention, client experience and overall success of the previous purchases.

Advisers are supported through a 1:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. Most new clients will cared for personally by a highly experienced and qualified partner of the firm.

A Premium Offer Will be Available to the Following Practices: