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Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 133

Background

 

A Directly Authorised sole trader with approximately 30 years commitment to a client base of loyal individuals, families and corporates within the Preston and Manchester areas.

Modesly scaled with c£15m FUM the business achieves a recurring income of c£80k pa principally focussed on investment advice.

Fully FCA compliant the business operates in a traditional style with no history of client compliant or promotion of high risk products.

 

 

Requirement

 

The Principal has reached retirement age and now wishes to secure a buyer for his client database and investment portfolio.

Imperative is the achievement of parallel cultural values ensuring the minimum of client disruption – many have become personal friends of the vendor.

It is hoped a business sale and client transfer will be achieved during 2018.

 

 

Consideration

 

Market rate business purchase terms are expected using a norma 3-3.5 times multiple of recurring income with value passing from acquirer to vendor over an 18-24 month period, subject to DD and contract.

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.