Up front budget: £500,000
Current turn over circa: £2,000,000
Cash offer: Up to 3.75x recurring income
Established since: 2001
Locations: North Yorkshire
Additional Notes: Established for over 10 years, well established IFA and benefit consultancy.
Mainly pension and ISAs looking to expand by acquisition. Directly authorised and DB permissions. PI in place (renewed March 1st) fully compliant.
No non-reg products and not looking to get into that market.
Do not do mortgages.
Over £100mill FUM with a director who has carried out over 50 acquisitions i.e. very experienced.
Strong team spread over Yorkshire from West to East and North to South.
For more information please call 01765 698 699 and quote the reference number 178310