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