Up front budget: £ 700,000

Current turn over circa: £ 1,200,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 1988

Locations: Kent

Additional Notes:

Top Performing Wealth Management Practice with a Large Back Office and Support Team and Several Millions Secured to Spend on the Right Practice Paying up to 3.8x Recurring Revenue for the right Practice.

With multiple offices across the South East, the Practice has the capability to provide a fantastic service to all clients taken on board in the and beyond. Hosting both an in-house accounting and legal team, the business provides a full 360 degree service to any client that requires it.

This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and installments were paid off early within a 12 month period. 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.


A premium offer will be available to Practices offering:

. Located in the Kent, Dartford, Bromley 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 177404