IFA Purchaser With an Upfront Budget of £12,000,000 Offering a Deal over Two Years With no Reductions in the Deferred Payments

Up front budget: £12,000,000

Current turn over circa: £16,000,000

Cash offer: Up to 4.5x Turnover

Established since: 1997

Locations: Greater London

Additional Notes:

IFA Purchaser With an Upfront Budget of £12,000,000 Offering a Deal over Two Years With no Reductions in the Deferred Payments

- The firm removes risk from the deferred comitments by crystallising the payments thus removing the risk of market downturns or client loss. All previous IFA owners who sold to the firm have received 100% or more of the contractual value of their business

- The strong preference is for a share purchase (including firms that have significant defined benefit liability) so any seller would benefit from full entrepreneurs relief

- There is an opportunity to continue working in the business post a sale with previous principles who have joined now earning between £100-£250,000+ for purely managing the clients

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

. AUA Between £100-£800m FUM
. Housing a typical client above £300,000 in portfolio size
. Located in the City or Greater London

For more information please call 01765 698 699 and quote the reference number 179032

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