Current turn over circa: £150,000

Offers over: £510,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Additional Notes:
Asset and Goodwill Purchase of c.£30m FUM, an Average Client Size of c.£250,000 with an Average Ongoing Charge of 0.5%

- Ideal handover for the Retiring Principal is 3-9 months to allow the clients a warm introduction to the new business
- The acquisition of the business will be structured as an asset and goodwill sale, with no liability assumed by the acquiring party
- Location: Slough/Uxbridge/Watford

For more information please call 01765 698 699 and quote the reference number 30457

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