Current turn over circa: £1,350,000
Offers over: £1,350,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: West Midlands
Additional Notes:
- My client comes to the market due to retirement with a view to finding a professional and friendly firm to look after current client relationships
- This firm boasts a strong portfolio base made up of roughly 400 clients of which over 50% are limited companies with an average fee north of £3,000
- The top three clients bring in fees of over £120,000 demonstrating the quality of the portfolio and the further potential for growth
- My client is happy to stay on for a warm handover period to ensure a smooth transition for both staff and clients helping to ensure as much retention as possible
- This practice benefits from a well structured and highly qualified team who have strong relationships with all the clients and take pride in providing a tailored and personalised service which has contributed to consistent year on year growth
For more information please call 01765 698 699 and quote the reference number 30664
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