Up front budget: £900,000
Current turn over circa: £200,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2004
Locations: Reading
Additional Notes:
Wealth Management Veteran Looking For a Practice as a Cornerstone to Grow and Expand Upon
- The principal has a cash war chest to partner with a business in 2020 and will pay up to 4x Recurring Revenue for the right practice
- The individual looking to manage the firm is one of the most experienced leader of IFA firms in the country. He has successfully integrated and manged the integration of over 30 wealth management practices over the last 15 years and is now looking to repeat that success with a new Practice
A premium offer will be available to the following:
. Located in the Reading, Tadley, Bassingstoke, Bracknell, Hungerford, Malborough, Swindon, Faringdon, Chippenham
. Practices from £5m-100m Funds under Management
. A share sale is strongly is strongly preferred
For more information please call 01765 698 699 and quote the reference number 178200