Reference: 23499 | Region: Selling , South East | Price: £3,500,000 - £4,000,000 | Funds Under Management: £85,000,000 |
Recurring Income: £750,000 | No of Active Households: 1000

This Independent Financial Advisory firm is jointly owned and are looking at business succession planning for when one of the directors decides to fully retire in 2-3 years’ time whilst the other director is looking to stay on post sale as an adviser.£85,00

The business has £80m / £90m FuM generating £750k wealth recurring income with full turnover of circa £1m. Their ideal purchase price would be 8 -9 times EBITDA meaning the consideration value would be around £3.5m – £4m.

This is a clean business with no advice given on any DB Pension Transfers.