Outstanding Charted IFA Practice with Several Decades of Acquisition Experience, a fully Independent Offering and a Substantial War Chest to Spend on the Right Practice.

Up front budget: £ 1,000,000

Current turn over circa: £ 5,000,000

Cash offer: 3.7x Recurring

Established since: 1992

Locations: Greater London

Additional Notes:
Outstanding Charted IFA Practice with Several Decades of Acquisition Experience, a fully Independent Offering and a Substantial War Chest to Spend on the Right Practice.

This practice has had fantastic success with over 10 previous acquisitions over the last decade years experiencing, on average, 95% retention. 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.

Employing some of the most highly qualified and successful advisers in the region, all either charted or working towards charted, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to four new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/Charted level.

A premium offer will be available to Practices offering:

. Located in the and the City, Mayfair, Marylebone, North London, St Albens, Stevenage, Luton and the Surrounding area
. Practices from £10m-50m Funds under Management
. Principles (some) who wish to remain in the business are preferred in conjunction with scalable offices

For more information please call 01765 698 699 and quote the reference number 177302

REQUEST INFORMATION