After 20 years in an advisory capacity this Directly Authorised LLP servicing a long standing and loyal portfolio of clients in and around the Liverpool area is available for acquisition enabling the founding Partner a retirement opportunity.
A traditional advisory business which has focused on quality of client service and retention rather than new business development.
A ‘vanilla” attitude to risk throughout has resulted in a “clean” compliance record and no client complaints.
The business is achieving c£200k recurring income from 150 active clients.
With retirement a looming prospect the Partner seeks a new custodian for his clients – many of whom have become personal friends during the many years of service.
The vendor has confirmed his ongoing commitment in an ambassadorial capacity and will assist where required with the client on-boarding and integration process post completion.
Ideally a deal can be achieved and completed before the end of 2020.
A market rate valuation is reasonably expected with consideration passing from acquirer to vendor over a 24 month term subject to DD and contract.Express Interest