Located within an affluent part of the UK this long-established business has presence and a strong trading history.
A loyal client base comprising many HNW cases. Profitable with impeccable systems and processes.
Privately owned. FCA compliant with a “vanilla attitude” to risk. No high-risk product promotion.
The founding Directors wish for a retirement during 2022.
A safe client custodian with similar cultural values is sought, one with existing servicing capabilities and a commitment to Buckinghamshire plus the surrounding Counties.
It is expected the retiring Directors / advisors will participate fully in the acquirer’s client integration / onboarding enabling an elegant and seamless transition.
Applying normal market metrics, it is expected a headline value of c£2m be achieved, as a share sale enabling the Directors ETR eligibility.
Payment terms to be structured over an 18–24-month term in 3 instalments (50:25:25) subject to usual DD and contract.Express Interest