Long Established Financial Planning, Advisory client portfolio available for acquisition - c£14m FUM – Loyal & Longstanding client portfolio - West Yorkshire - Ref 108

Background

The Principal of a successful LLP wishes to achieve a retirement from the financial services advisory sector through the sale of his client portfolio – mostly located within the West Yorkshire area.

Its a modestly scaled database comprising c£14m FUM which generates c£90k of recurring income.

Well structured with all records retained on industry leading software.

Requirement

With health and family lifestyle considerations taking priority the Principal wishes to achieve a business sale during Q2 2018.

Imperative within any potential deal is the quality of the ongoing relationship between the acquirer organisation and the clients – for this reason the vendor is willing to act in an ambassadorial capacity post sale to ensure a seamless client transition and integration process.

Consideration

Market rate consideration is expected for this business paid over an 18-24 month period subject to DD and legal contract.

Express Interest

Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108

Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107

Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109

Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108

Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107

Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109

Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109

Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107

Background

Requirement

Consideration

Interested and would like to learn more?Call us on 020 4540 0457 or contact us here.

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Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.