Experienced acquirer, with offices spanning the length on the country servicing clients up to £20m and offering a position for Principles and up to 4x Recurring Revenue for the right Practice

Up front budget: £ 3,000,000

Current turn over circa: £ 8,000,000

Cash offer: Up To 3.5x Recurring

Established since: 2002

Locations: London

Additional Notes:
Experienced acquirer, with offices spanning the length on the country servicing clients up to £20m and offering a position for Principles and up to 4x Recurring Revenue for the right Practice

This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, completing the majority of acquisitions in under 3 months of introduction. 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 model of almost complete continuity is adopted, retaining the staff, brand (if strong), offices, investment proposition as well as a salaried role for principles. This type of model has proven to retain the vast majority of clients post acquisition due to minimal change to the client service.

The company also has a very strong legal side which works synergistically with the Financial Advisory side.


A premium offer will be available to Practices offering:

. Located in the Greater London Area
. Practices from £10m-150m Funds under Management
. Practices with an existing sustainable staff base are preferred

For more information please call 01765 698 699 and quote the reference number 177375

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