Up front budget: £7,000,000

Current turn over circa: £22,000,000

Cash offer: Up to 10x EBITDA

Established since: 1998

Locations: Kent/West Sussex

Additional Notes:

- The Practice looking at an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion.

- An acquisition will keep the premise, staff and brand with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business for 2+ years to ensure the maximisation of value as well as complete succession planning.

- The current model this business adopts is a pure advisory focused one, with each adviser receiving 1:1 support from paraplanners, personal assistances and admin support.

For more information please call 01765 698 699 and quote the reference number 179766