Our client is a respected financial adviser with over 10 years of experience and a proven track record of success. Having secured £1m in funding, they are keen to scale their business and expand their client base. Their ethos is centred on adding value to acquired businesses while maintaining trust and continuity for clients.
Option – Sell and Go
- Ideal for advisers seeking a clean exit and peace of mind that their clients will be looked after.
- Attractive valuation and structured payments for a smooth transition.
Value
Our client typically offers 3.5x to 4x ongoing fee income. Payment terms often follow a 50/25/25 payable over 2 years.
Benefits
- Flexible deal structures: share or asset purchase considered
- Open architecture: clients can remain on existing mandates
- Existing charging structures honoured
- Strong compliance and IT support during transition
Requirements
- Ideally £10m–£15m FuM
- Clean compliance record
- Capacity for approximately 50 clients
Location
Kent and surrounding areas preferred.
Call us now on 0208 0044 162 or click Apply
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