Wiltshire Chartered Financial Planners, Offering...

Wiltshire Chartered Financial Planners, Offering up to 4.25 x your recurring revenue stream with up to 80% consideration paid within 12 months

Up front budget: £ 500,000

Current turn over circa: £ 1,000,000

Cash offer: 4.25x 60/20/20

Established since: 2000

Locations: Wiltshire

Additional Notes: Wiltshire Chartered Financial Planners, Offering up to 4.25 x your recurring revenue stream with up to 80% consideration paid within 12 months

Established in 2000 this firm and has grown to circa £80 million FUM

This multi disciplined established practice has 8 IFAs and an experienced Management Team and back office support and presents a rare and exciting opportunity for principals to secure a market leading multiple with a bespoke exit strategy
A premium offer will be available to practices offering;

Locations:
Wiltshire

Total consideration (GBP):
To £1 million

Client Base:
A solid and loyal client base with accumulating clients in 50s with at least £200k on average.

Staff & Premises:
Principal and staff can be retained