Up front budget: £ 500,000

Current turn over circa: £ 750,000

Cash offer: 3.5x recurring 50/25/25

Established since: 2013

Locations: Belfast

Additional Notes: A high quality telephone based business looking for a fourth successful acquisition. Boasting 99 per cent retention rate of 2 previous acquisitions of over 7mil AUA.

Focusing on providing a high quality service to the ‘middle market’ of UK retail clients investing 15K 150k, this firm is looking to grow their existing client bank of over 850 active households even further following on from their continual rapid and successful growth since 2013

This acquirer offers a unique opportunity to complete partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients, those struggling to provide profitable review based service to smaller clients and also those looking to head in a different direction but remain in the industry.

Looking for a targeted acquisition to grow their Financial Planning and Investment Management arms the offering for the right firm, up to 3.5 times ongoing adviser fees with 50 per cent deposit on day one with 25 per cent after 12 months and 25 per cent after 24 months.

For more information please call 01765 698 699 and quote the reference number 177004 ask for Edward Thorpe