This long established small, IFA firm is now looking to sell due to the never ending compliance administration requirements and leave the industry. The retiring IFA holds Chartered status, however does not require a Chartered Advisor to takeover the clients.
The business has average client holdings of circa £200,000 and most clients in or at retirement. Therefore, the retiring IFA is happy to consider an appropriate valuation or longer earn-out.
The business has not had any upheld complaints.