Up front budget: £700,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2007
Locations: Essex
Additional Notes:
Essex Based Purchaser With a Successful Track Record of Local Acquisition Happy to Maintain both Platform and Charging Structure for a 2 year Period
- The Practice is happy to continue running clients on the same platform/charging structure for the first 18-24 months post acquisition to ensure maximum retention of clients.
- The firm has c.15 Advisers around Essex, Norfolk, London and South London ensuring all clients that need to can be seen face to face by mainly Chartered, experienced advisers.
- The firm has an all advisory investment proposition offering both passive, active and ethical solutions with a very competitive charging structure.
A premium offer will be available to Practices of the following profile:
. Share Purchase Option
. Located in Chelmsford, Romford, Enfield, Colchester, Hertfordshire area
. AUA Between £10-100m FUM
For more information please call 01765 698 699 and quote the reference number 179267