Up front budget: £ 1,000,000

Current turn over circa: £ 1,000,000

Cash offer: 4x recurring revenue with 60% upfront and two installments of 20% paid at 12 and 24 months.

Established since: 2018

Locations: Ballymena

Additional Notes: Youthful business with two experienced directors, focused on building a business that will last them the next 25 years and form part of their legacy to be passed to their children.

Boasting over £100mill FUM from their brief existence, they are focused on building a long term future for their staff and clients. Currently investing heavily in the staff and training them up through diploma level and beyond, the clients with their robust, monitored service proposition and further client events; holding regular investment events for clients to help them understand the market and also taking a number of their clients to the Open Championship in Portrush; they really go the extra mile. Currently charging 0.5% as an ongoing charge and happy to migrate clients down from a higher charge to ensure retention.

Looking to buy a business with an average portfolio size of approximately £200,000 or more, with an ongoing charge of anywhere from 0.5% to 1%. Up to £50mill FUM. Retention of staff and existing directors on offer for the right people sharing values of hard work and a capacity for change and improvement.

For more information please call 01765 698 699 and quote the reference number 176732 ask for Edward Thorpe