Reference: 26610 | Region: Midlands , Selling | Price: £1,200,000 | Funds Under Management: £34,000,000 |
Recurring Income: £300,000 | No of Active Households: 195

West Midlands based IFA business looking sell a portion of their clients (195 households) equating to £34m FuM. They are keen for the adviser who looks after these clients to be kept on with the acquiring firm and continue to service them.

Clean business seeking asset sale with a minimum multiple of 4x recurring income (£300k)