Up front budget: £200,000

Current turn over circa: £400,000

Cash offer: up 4x recurring revenue

Established since: 2017

Locations: Greater London

Additional Notes: Growing IFA managing £35m of funds looking for an acquisition to accelerate their growth. This company grew by 40% last year through professional introducers and referrals and are part of Raymond James. Therefore, the firm operates a dynamic in-house DFM Service and Managed Portfolios.

My client is willing to pay up to 4x recurring revenue over a 2 year period and offering 50% of the total sale price upfront.

A premium price will be paid for practices offering:
. Locations of London, Surrey and Sussex
. £10-25m FUM
. Principals available to stay on for a handover period and client average portfolio size being over £200,000

For more information please call 01765 698 699 and quote the reference number 178466