Up front budget: £2,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2023

Locations: Greater London

Additional Notes: This business is looking for an IFA firm where the principle is looking to continue advising for 3+ years, meaning you can have a phased exit from the business and reduce back-office/compliance work.

They will keep your investment proposition and charging structure the same, ensuring a smooth transition for your clients and maximum retention.

For more information please call 01765 698 699 and quote the reference number 179905