Up front budget: £1,000,000
Current turn over circa: £1,100,000
Cash offer: Up to 3.8x Recurring Income
Established since: 2006
Locations: East Sussex
Additional Notes:
High-net Worth IFA Purchaser Offering 3.8x Recurring Income Over a Two Year Period
- The Purchaser will continue the current investment proposition for c.2 years to avoid minimal disruption to clients during the earnout
- The Principal has the option of remaining a client relationship manager for 1-2 years on a fixed salary (more details on request)
- Clients passed over will be looked after by the Managing Directors of the business who have over 5 Decades of advisory experience
A premium offer will be available to Practices of the following profile:
. AUA Between £10-£100m FUM
. Housing a typical client above £350,000 in portfolio size
. Located in the East Sussex, Kent, Redhill, Brighton/Worthing and Surrounding areas
For more information please call 01765 698 699 and quote the reference number 179055