Up front budget: £ 700,000

Current turn over circa: £ 1,000,000

Cash offer: Up To 4x Recurring Revenue

Established since: 2003

Locations: Greater London

Additional Notes:
Top Performing Wealth Management Practice with a Large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 4x Recurring Revenue for the Right Practice.

On the most recent acquisition, 99% on the clients were retained. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Dinners to Theatre. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.

A premium offer will be available to Practices offering:

. Located in the Croyden, Sydenham, Brixton, Streatham and Surrounding Area.
. Practices from £10m-50m Funds under Management
. Practices with an existing sustainable staff base are preferred

For more information please call 01765 698 699 and quote the reference number 177391