Up front budget: £450,000

Current turn over circa: £5,500,000

Cash offer: 60/20/20 to 4x

Established since: 2003

Locations: Lincolnshire

Additional Notes:
This is one of Lincolnshire's largest independently owned IFA businesses and is looking to grow through the acquisition and integration of retiring IFAs. typically between 10m and 50m AUM

With experience of 5 previous acquisitions, they have an impressive client retention rate close to 100%.
Minimal change to proposition and charging structure and a willingness to retain principals and staff, will prove attractive to those principals with their clients best interests at heart

For more information please call 01765 698 699 and quote the reference number 180227