Up front budget: £15,000,000

Current turn over circa: £121,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 1995

Additional Notes: With upwards of £14billion of funds under management, over 1000 staff members and an extremely well-equipped back office team, any retiring IFA can be sure that their clients will be in extremely capable hands moving forwards. Self-funding but with additional secured avenues provide a strong budget for acquisitions.

Could offer flexibility on methodology and buy either the goodwill and assets in the business or conduct a share purchase, dependent on liability.

With a whole host of services, a tiered charging structure and a mixtures of passive & active funds as well as ESG funds, the ability to cater to HNW individuals, investment management & discretionary services, there will be a solution for the vast majority of clients.

For more information please call 01765 698 699 and quote the reference number 181108