Up front budget: £14,000,000

Current turn over circa: £35,000,000

Cash offer: 11-11.5x EBITDA

Established since: 2017

Locations: Greater London

Additional Notes:

- The investor will retain the brand, staff base and offices to maximise continuity.

- A previous investment in an IFA in the North was structured at over 11x EBITDA with 60% of proceeds at completion.

- Investment and Technology solutions can be adopted by the firm at a pace set by the owners.


A premium offer will be available to Practices of the following profile:

. A good trading history with and housing assets in the region of £200m-£1bn FUM
. A team of advisers where most wish to remain in the business
. Profitability upward of £700,000

For more information please call 01765 698 699 and quote the reference number 180138