Up front budget: £6,000,000

Current turn over circa: £15,000,000

Cash offer: Up To 7x EBITDA

Established since: 2003

Locations: South West

Additional Notes:

Regional South West IFA Practice Offering a Full or Partial Buyout Paying up to 7x EBITDA

This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. In addition, there has been very little material change other than development to the business model or the staff. The continuity within the acquisition strategy alongside the strong cash flow generation means any installment payments the years post acquisition have little risk attached.


A Premium offer will be available to Practices of the following profile:
. Practice between £70m-£600m Funds under Management
. Share Purchase Option
. Located in the Taunton, Exeter, Dorchester, Bristol, Bournemouth and the Surrounding area

For more information please call 01765 698 699 and quote the reference number 178745