Unique, Holistic offering with a Lucrative Package to Stay in the Business with Principles Receiving Dividends as well as Benefiting from Future Growth of the Business

Up front budget: £700,000

Current turn over circa: £2,000,000

Cash offer: See Details

Established since:

Locations: Greater London

Additional Notes:
Unique, Holistic offering with a Lucrative Package to Stay in the Business with Principles Receiving Dividends as well as Benefiting from Future Growth of the Business

• Principles receive partial share remuneration for the business
• Lucrative remuneration of between 30-50% of total Recurring Revenue for Principles remaining
• Full Paraplanning, compliance and administration support (if needed)
• Timeline for retirement completely on principles discretion and the option to cash in shares is permanently available
• In addition to financial advice, the business provides legal support, business consultancy, probate and trust work and other services to clients

For more information please call 01765 698 699 and quote the reference number 177534

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