Current turn over circa: £950,000

Offers over: £4,300,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1 to 3

Locations: West/South Yorkshire

Additional Notes:

West/South Yorkshire IFA Managing c.£135m FUM, Generating c.£850,000 in Recurring Income from 210 Households

- The average portfolio size of the business is over £500,000 with very few under £200,000

- Due to the low current running costs, the Practice will produce an approximate maintainable EBITDA of c.£600,000


To Qualify for the opportunity a Prospective purchaser will need;

- Retain the Principal for a two year period

- Have a minimum of 50-60% in cash or funding secured (or qualify for funding from our panel) of the offers over amount

For more information please call 01765 698 699 and quote the reference number 30866

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