Sole trader firm with the founding Director reaching retirement age.
£22m FUM achieving c£150k recurring income from a portfolio of approximately 100 active clients, all with signed service arrangements and resident within a sensible servicing distance of Manchester.
All records maintain in computerised form.
No “high risk” sales and a clean compliance record with 3rd party oversight.
Market rate consideration of c£450-500k sought with deferred payments over 18-24 months subject to DD & contract.
Vendor available for ongoing employment if required.
Looking for completion by 2020.