Over 20 years commitment servicing a client portfolio of 285 active cases within Shropshire and the surrounding area.
Directly Authorised – Ltd Company. Sole adviser / Director with administrative support trading from a bespoke home office adjoining the family home.
Highly profitable generating c£194k of recurring income.
Sadly with health issues has come the need to re-calibrate life priorities and so a business sale is sought providing capital and security for the vendors family.
Interest is invited from advisory firms with resources and local servicing capabilities.
An asset or a share sale is sought – important is a swift and seamless process towards a completion.
The business has traded in a “vanilla” / low risk form throughout so offered here is a clean entity without inherent risk or exposure to legacy advice issues.
A market rate valuation is sought using normal 3-3.5 times recurring income metrics.
The vendor will assist in the client hand-over / integration process ensuring the acquirers service proposition is embraced.
Ideally achieving a completion during Q3 2019.