Up front budget: £200,000

Current turn over circa: £800,000

Cash offer: up to 4x recurring 50/25/25

Established since: 1995

Locations: Kent

Additional Notes: Established IFA seeking their 4th successful business integration, housing £90m FUM looking to include principal in a warm handover period.

This firm has completed 3 IFA integrations previously boasting 100% client retention in their most recent one, and an average of over 95% across the 3. Thus, a very safe pair of hands to leave your life's work.

There are 3 advisors in the practice and the firm is aiming for the principal to help determine which clients are best suited for which advisor for the purpose of maintaining high levels of client retention, resulting in you being paid in full.

For more information please call 01765 698 699 and quote the reference number 178624