Up front budget: £700,000
Current turn over circa: £3,500,000
Cash offer: 3.6-3.8x Recurring Income
Established since: 1986
Locations: South London
Additional Notes:
South London Based IFA with c.8 Advisers Offering Between 3.6-3.8x Recurring Income Looking for a 1-2 Adviser Practice to Merge With
- The firm has 4-5 advisers who would be taking on new clients with clients matched to the most appropriate advisers
- The firm is offering Principles to remain in the business 1-2 years to bed in the clients on a salaried basis
- No changes to the fee structure/investment model to be made in the first few years
For more information please call 01765 698 699 and quote the reference number 179368