This Midlands based IFA firm is seeking retirement through an acquisition based on 3.5x recurring income. This IFA is ideally looking to stay on post sale in an ambassadorial type of role where they can help with the handover of clients to minimise attrition.
The business has £29m FuM generating £152k of recurring income. Plus, their client bank has average holdings of £563k.
Ideally looking for a Share Purchase to benefit from the BADR.