The Company
Our client is a highly qualified financial adviser with a unique background as a Chartered Accountant and former university lecturer. They have capacity to take on more clients therefore, with strong personal capital backing and a clear growth strategy, they are now seeking to acquire a client bank to expand their business further.
Options
Sell and Go
- Perfect for advisers looking to retire or step away from the business.
- Your clients will be cared for by a trusted professional committed to continuity.
Sell and Stay
- Ideal if you want to remain involved for 1–2 years post-sale.
- Flexible arrangements available (employed or self-employed) to suit your needs.
Value
- Competitive multiples of 4–5 times recurring income.
- Typical payment terms: 50% upfront, followed by 25% in year 1 and 25% in year 2.
Benefits
- Happy to consider asset or share purchase.
- Open architecture available – clients can remain on existing mandates.
- Existing client charges honoured.
- Gradual transition to preferred platforms only when in clients’ best interests.
Requirements
- Recurring income of c£250k–£300k
- Clean compliance record.
- Minimal transactional business.
Location
Looking for businesses in South West London or the Home Counties
Call us now on 0208 0044 162 or click Apply
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