Background
With a commitment to over 30 years to an inter-generational client portfolio the founding Director for this Directly Authorised, FCA compliant, and profitable advisory business is now seeking a retirement.
Imperative is securing a safe custodian for a client portfolio of c200 family cases with individual aggregate investment holdings above £250k.
“Vanilla” client investment proposition throughout so no legacy issues or high-risk product promotion. A really nice, clean, business available for genuine reason.
Requirement
The vendor has reached an age where passing ongoing client servicing to a larger firm makes every commercial and moral sense. This transition will allow for a retirement with comfort the existing clients are being well catered for.
It is hoped the firm can achieve acceptable deal terms during 2023.
Consideration
Upper rate market valuation metrics are reasonably expected for a clean business operating within an area of affluence and servicing a client portfolio of loyal, committed and high quality cases.
Share sale terms are expected enabling the vendor ETR eligibility.
Express Interest
