Background
Established over two decades ago to service a portfolio of individuals, couples, and families based in and around the West Midlands.
The loyal client base comprises 40 individuals / 26 families who are provided investment, pension, mortgage, and protection advice.
Investments are with household named product providers. Advice has purposely avoided high risk areas.
It’s a clean, modestly scaled, wholly FCA compliant Directly Authorised advisory firm.
Requirement
Now approaching a natural retirement age the Principal / 100% shareholder seeks a custodian for his client database and investment portfolio.
Market rate valuation will be achieved likely as an asset sale using commonly used industry metrics.
Consideration
Assuming the £120k RI is maintained post acquisition then an enterprise value in the band £360k – £480k will be achieved with monies passing from the acquirer to the vendor over a 24 month period in 3 stage payments (50:25:25).
The vendor will also consider an annuity paymennt model model if that works for both sides of the transaction.
Express Interest
