Background
The Vendor has reached a crossroads that many one Adviser Businesses reach and is now finding the regulatory burden a hindrance to future growth.
Modestly scaled with c£18m FUM generating c£150k of recurring revenue, this is a well-run, profitable Business.
Requirement
Interest is sought from culturally similar organisations that will provide an opportunity for the Owner/Director to join in an employed Adviser role.
Consideration
Market rate consideration is expected of c£500k to c£525k, being paid over a 24 month period, subject to DD and normal legal/regulatory processes.
Express Interest