Current turn over circa: £60,000

Offers over: £175,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Lincolnshire

Additional Notes:

Lincolnshire Portable Client Bank of c.50 Households, £8.5m FUM Generating c.£45,0000 of Recurring Income


- There is no staff/offices to stay with the business

- Very limited liability within the company

- The Principal is available for a handover of c.3-6 months

To Qualify for the opportunity a Prospective purchaser will need;

- An upfront cash amount of c.£90,000

- Ideally a successful track record in previous IFA acquisitions

For more information please call 01765 698 699 and quote the reference number 30707

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