Up front budget: £ 150,000
Current turn over circa: £ 300,000
Cash offer: 3.75x, 50% upfront, 25% at 12 months, 25% at 24 months.
Established since: 2010
Locations: Preston
Additional Notes: In the industry for over 10 years, younger IFA looking to grow and expand and build something to last them for the next 20 years.
Focused on boutique client banks of 50 - 100 households. An average portfolio size of £200,000+ is highly sought after. Average client charge of 0.5%. Businesses specifically with medical and dental clients would be valued at a significant premium.
For more information please call 01765 698 699 and quote the reference number 177009