Up front budget: £1,000,000

Current turn over circa: £4,000,000

Cash offer: Up to 6x EBITDA

Established since: 1965

Locations: Essex

Additional Notes:

Multi-Award Winning, Experienced Financial Planning Firm Established over Five Decades, Supporting a 5:1 Middle office to Advisory Support Ratio with Over £2 million to Spend on the Right Firm

The firm is encouraging principles to remain in the business as it has done with numerous previous acquisition. Previously principles have either retired or stayed on in key positions looking forward; one Principle is now on the board and acts as a second set of eyes for his own clients and steers the direction of the business as a whole. As a result of the minimal disruption approach, this practice has had fantastic success with over 5 previous acquisitions experiencing, on average, 97% retention on the most recent four. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. This unity and stability within the team and the strong cash position of the business means any instalment payments in the two years post acquisition have zero risk attached from a security standpoint.

For more information please call 01765 698 699 and quote the reference number 177653