A Directly Authorised and long established advisory business providing wealth management and employee benefits guidance to a client portfolio of individuals, families and corporates throughout Hampshire and the surrounding Counties.
Well organised with fully computerised systems using leading software.
A prudent attitude to risk throughout.
Recurring income of c£500k is routinely achieved through a policy of client servicing and retention rather than new business development.
The Principals are reaching retirement age so looking towards acquirer interest ideally from established firms with servicing capabilities in Hampshire and surrounding Counties.
Many of the firms’ clients are long-standing friends of the business owners so the vendors are keen to actively participate in the onboarding / integration process post completion. This will ensure the minimum of client slippage.
Interest is invited from acquirers capable of offering market rate terms calculated using a 3-3.5 times multiple of recurring income.
It is hoped a completion can be achieved during Q3 2020.Express Interest