A Directly Authorised Ltd Company.
Modestly profitable and well organised. Loyal client portfolio predominately within the West Sussex area.
Vanilla attitude to investment. 0.75% model.
The Principal feels the burden of the Regulator. To balance full compliant trade and remain commercially viable is becoming an increasing challenge.
An AR arrangement with a larger advisory business demonstrating shared cultural and client servicing approach.
Buy-out terms at market rate plus ongoing employment as an advisor.
With recurring revenue of c£187 an expected headline valuation within the band £575-650k, subject to DD and contract as a share sale.
The vendor wishes to gain ongoing employment within the acquirer firm and commit to a 5-10 year term