North East IFAs Wanted by Top 100 Pension Specialist

Up front budget: £1,500,000

Current turn over circa: £4,000,000

Cash offer: 3..5 to 4 x 60/20/20

Established since: 1996

Locations: Tyne and Wear

Locations: Newcastle upon Tyne

Additional Notes: Award winning IFA with £3m to spend is ready to acquire now and can offer the following:

- Typical 3.5x to 4x recurring revenue over 2 years

- Premiums for those firms with between £10m and £75m FUM

- Clawback free payment structures so you guarantee 100% of your consideration payable

-Experienced acquirer so do not take our word for it speak to retired principals and ask them direct

-Growing business with annual graduate intake across all departments with 12 advisors and 60 staff in total so you know they have the expertise and capacity to maintain service levels and ensure a smooth integration.

- Adviser and staff retention an be considered




For more information please call 01765 698 699 and quote the reference number 179249

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