Current turn over circa: £200,000

Offers over: £540,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: West Sussex

Additional Notes:
West Sussex Practice Managing £32m FUM, (80 Households) Looking to Partner With Larger Firm

- The principal is looking to merge with a larger firm who can provide paraplanning and admin support
- One possible structure is an initial 50% share buyout with an option to purchase the remaining shareholding in the future

For more information please call 01765 698 699 and quote the reference number 30417

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