The owner of this long established financial services of 20 years is considering his retirement options and wants to find a well aligned acquirer. The IFA would like to stay on for up to 12 months to ensure a smooth transition, for the benefit of all parties.
Average client ongoing fee charging of 0.64% with an average client holding of circa £260,000.
Preference for a share sale. The business has not utilised new business income opportunities, therefore a proactive acquirer could unearth untapped potential.