Up front budget: £ 3,000,000

Current turn over circa: £ 7,000,000

Cash offer: Up To 3.8x Recurring Revenue

Established since: 1968

Locations: Ipswich

Additional Notes:
Outstanding IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 3.8x Recurring revenue for the right Practice.

On the most recent acquisition, 100% on the clients were retained. An acquisition will keep the premise (for the interim minimum), staff and little to no change in the investment strategy. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

Advisers are supported through a 2:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, 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 several 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 Bury St Edmunds, Cambridge, Ipswich, Thetford, Harleston, Colchester 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 177337