Positively branded. Innovative and contemporary approach to business whilst retaining traditional standards of excellence in client service.
An impressive portfolio of HNW clients gained through local market presence, reputation, and professional connections.
Impeccable systems and processes. Profitable. Fully FCA compliant.
Passing this growth orientated business to a larger entity will enable its full commercial potential.
A proven acquirer of similar cultural value is sought – one with existing client servicing capabilities and a commitment to current geographical markets.
Technical and advisory staff are available for ongoing employment, subject to contract.
With a recurring income approaching £1m a market rate valuation of c£3m is reasonably expected.
Consideration will pass from acquirer to vendor over a 24-month period in 3 deferred payments (50:25:25)Express Interest