Warwickshire based block of fees - turnover circa £100,000

Current turn over circa: £100,000

Offers over: £100,000

Established: 25 to 30 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Warwickshire

Additional Notes:
- Approximately 40% of the portfolio consists of limited company clients with average fees of £1,000 or more

- Majority of clients services remotely and no offices to inherit so you can port this one into your existing structures and benefit from the synergy savings

-This is a compliance based firm with ample opportunity to upsell and expand services further particularly relating to more tax and investments advisory

BUYER REQUIREMENTS
- Principal is ideally seeking to pass the firm onto a smaller, friendly firm that are able to offer a very personal service to clients (ideally turning over less than £500,000) and maintain a similar culture
- Principal is looking to offer a very warm handover and ideally would be looking to work with the buyer post sale to encourage high retention (perhaps in an ad hoc consultancy arrangement)

For more information please call 01765 698 699 and quote the reference number 31754 ask for Lauren Burnham

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