Background
A modest one-man band IFA with a long standing reputation amongst the business community and local population of Buckinghamshire and Oxfordshire.
Servicing a small portfolio of carefully selected clients with advisory services provided by a seasoned 61 year old financial adviser.
£20m AUA and a RI of £125k. Average client investment holding of c£200k.
Simple, prudent, and honest business model. Free of legacy advice issues.
Requirement
The founding Director wishes for a retirement and to concentrate his time on family and lifestyle interests. Ongoing employment may be considered with the acquirer firm post the completion date, subject to employment terms.
As the firm is modestly scaled but free of legacy issue it is hoped share purchase deal terms can be achieved. However with appropriate consideration an asset purchase will also be entertained.
Consideration
Market rate buy-out terms are reasonably expected for this business.
Express Interest