Established nearly 2 decades ago to provide a professional and comprehensive service to clients within the West Midlands area.
Well organised and highly profitable managing c250 cases and £50m FUM generating recurring income of c£500k pa.
A part of a leading UK network.
The founding Director is now considering retirement options and wishes to secure a buyer to service the firm’s accumulated clients. With an open mind about ongoing advisory work, the vendor may consider a role within the acquirer firm/consultancy subject to terms.
Market rate terms are expected for the business via a Share Sale.
Consideration in the range £1.5- £1.75m is expected paid over a 24 month period in deferred terms subject to DD and contract