Up front budget: £5,000,000

Current turn over circa: £6,500,000

Cash offer: Up to 3.5x Recurring Income

Established since: 2006

Locations: Hertfordshire

Additional Notes:

Unique IFA Purchaser Who Encourage Practice Owners to Remain Managing the Clients and will Retain all Staff and the Premises

- Offering a share purchase buyout over 2 years with a multiple of up to 3.5x Recurring Income for the right business

- The business has an impressive track record of successfully acquiring four Practices where 100% or more of the promised value was paid to the Retiring IFA

- The business is looking to take on all support staff and as well retaining the Retiring Principal for at least a year on a generous salary managing the existing clients and a second buyout for new clients (details on request)


A premium offer will be available to Practices of the following profile:

. AUA Between £40-£200m FUM
. Housing a typical client above £200,000 in portfolio size
. Located in the Hertfordshire, Beaconsfield, Milton Keynes, Luton and Surrounding areas

For more information please call 01765 698 699 and quote the reference number 179105 ask for Edward Thorpe