South West IFAs we have an expanding IFA firm in...

South West IFAs we have an expanding IFA firm in your midst, with funding approved to £800,000 cash for acquisitions, offering up to 4 x your recurring income and up to 80% of the consideration paid in the first 12 months

Up front budget: £ 400,000

Current turn over circa: £ 400,000

Cash offer: 4x recurring 60/20/20

Established since: 2017

Locations: Somerset

Additional Notes: My client is well established within the Bristol area , growing mainly organically to where they have £38m in FUM now. With plans to ease the clients into the practice and limit the amount of change this represents a safe pair of hands for your business or valued client bank . The firm are what you would call a traditional IFA firm, with a growing business, 2 IFAs and experienced back office staff. This means that when you sell your business to them you will have the full support of the whole team behind you. To find out more about this fantastic acquirer call Byron Snaith on 01765 698 699

For more information please call 01765 698 699 and quote the reference number 176948 ask for Edward Thorpe

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