Multi Award Winning IFA Practice with over 15 Highly Successful Acquisitions Completed to Date, a Holistic Support Team all while Paying up to 7x Cash Flow for the Right Wealth Management Practice.

Up front budget: £ 1,000,000

Current turn over circa: £ 4,000,000

Cash offer: Up to 7x Cash Flow

Established since: 1972

Locations: Essex

Additional Notes:

Multi Award Winning IFA Practice with over 15 Highly Successful Acquisitions Completed to Date, a Holistic Support Team all while Paying up to 7x Cash Flow for the Right Wealth Management Practice.

This buyer has had fantastic success with over 15 previous acquisitions experiencing, on average, 94% retention in conjunction with zero losses of clients from the large pool currently served. The Practice has never let any retiring principle down on deferred payments and with demonstrable success with countless previous acquisitions is the ideal, trusted home for someone looking to depart with their life's work.

A premium offer will be available to Practices offering:

. Located in the and the Bury St Edmunds, Cambridge, Ipswich, Thetford, Harleston, Colchester, Chelmsford and the Surrounding Area.
. Practices from £10m-150m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers


For more information please call 01765 698 699 and quote the reference number 177420

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