Reference: 21737 | Region: Selling , South West | Price: £235,000 | Funds Under Management: £9,000,000 |
Recurring Income: £67,000 | No of Active Households: 80

These retiring IFAs are motivated by finding a well aligned acquirer that will be the right fit for their clients. They are happy to undertake an asset sale, on 3.5x recurring income and would be looking to retire post sale.

The business typically generates £30,000 new business income. This acquisition would be well suited to an ethical Financial Advisor or IFA firm looking to increase their client portfolio through a manageable intake of additional clients.