Up front budget: £1,000,000

Current turn over circa: £1,000,000

Cash offer: Up to 4x recurring income

Established since: 2004

Locations: East Midlands

Additional Notes: Managing relationships with 130 families and directly advising on over £150m part on a discretionary basis and part on an advised.

A 3 adviser business with 7 in the support team.

Would prefer a business which can either be merged into their existing admin site in Peterborough, or easily managed as a shop front in its current site with administration carried out at head office.

Preference would be look at purchases where the existing team are happy to stay for at least 2 years to perform the hand over.

Looking at businesses where the owners would like to work for longer.

For more information please call 01765 698 699 and quote the reference number 177583