Up front budget: £ 6,000,000

Current turn over circa: £ 55,000,000

Cash offer: Up to 4x Recurring

Established since: 1983

Locations: Colchester

Additional Notes:
Multi-Award Winning, Experienced Acquirer and Independent Advisory Practice in Colchester Offering up to 4x Recurring Revenue for the Right Business.

This practice has had fantastic success with over 10 previous acquisitions in the last 2 years experiencing, on average, 95% retention (98% once mortality adjusted) in conjunction with zero losses of clients from the large pool currently served. 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.

A larger part of the current success with acquisitions stems from the current investment model. As the model is wholly independent, there is no pressure or shoe horning into a different investment proposition meaning continuity in the client service maximised, thus effectively crystallising differed payments and guaranteeing almost 100% of the value of any business taken on board.

The business is one of the few, larger independent financial advisory houses to adopt a localised adviser, administrator and para planning model. Clients who travel to the office have touch points with many different staff members and any new clients will benefit from the excellent, personalised service currently provided by local advisers.


A premium offer will be available to Practices offering:

. Located in the Colchester, Ipswich, Chelmsford, Bury St Edmonds and the surrounding area
. Practises from £10m-250m Funds under Management
. No minimum average portfolio size

For more information please call 01765 698 699 and quote the reference number 177196