With c£200m FUM this specialist Chartered advisory firm can only be described as “best of breed”.
Impeccable systems and procedures. Meticulous record keeping. An exemplary client service proposition. A top class advisory team committed to excellence.
Medium to long-term ascendency and retirement planning has brought this business to the market. Following a strategic review, the Board has recognised being a part of a larger entity with shared cultural values will deliver economies, safeguard client interests and deliver buy-out mechanisms/certainty for retiring Directors.
To partner with a culturally compatible firm where synergistic benefits can be achieved. Client service experiences can be enhanced and overall value increased through common purpose.
Given the quality and inherent potential of this firm, a valuation at top market rates is reasonably expected through the application of a 3.5 times recurring revenue multiple as a share sale paid over an 18-month term.
The existing advisers will seek ongoing employment leading to their own individual revetment dates. Support and technical advisory staff are also available for ongoing employment subject to terms/contract.