Up front budget: £700,000
Current turn over circa: £1,000,000
Cash offer: Up to 3.8-4x Recurring Income
Established since: 1994
Locations: Milton Keynes
Additional Notes: Multi-Award Winning, Top 100 IFA Offering up to 3.8-4x Recurring Income for The Right Practice
- Each meeting an adviser and a paraplanner are typically present to provide full, holistic support to each client
- The firm will maintain the same ongoing adviser charge and investment proposition for the integration period
- Experienced acquiror having not lost a single client on the previous acquisition
A Premium offer will be available to Practices of the following profile;
. Between £10-60m FUM
. Charging an ongoing fee of 0.5-0.75% (ideal but not necessary)
. Average client size of £200,000 or more
For more information please call 01765 698 699 and quote the reference number 178375