Up front budget: £4,000,000

Current turn over circa: £12,000,000

Cash offer: 3.5-4.25x Recurring Revenue

Established since: 1997

Locations: Greater London

Additional Notes:

Privately Owned, IFA Purchaser Managing £1.5bn of High Net-Worth Clients Offering Between 3.5-4.25x Recurring Revenue

- The firm is privately owned by the staff and has acquired over 8 Practices with the most recent sellers receiving 100% or greater of the contractual value of the business

- Selling Principals have the ability to remain in the business managing client relationships or to be retained as a client introducer/relationship manager


A premium offer will be available to Practices of the following profile:

. Typical client £400,000 portfolio value or more (buyers typical client is £750,000)
. Located in the West or South London Area
. AUA Between £40-£300m FUM

For more information please call 01765 698 699 and quote the reference number 176962